Heritage Wealth Management (Arizona)’s Valero Energy VLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $3.55K | Sell |
28
-36
| -56% | -$4.57K | ﹤0.01% | 920 |
|
|
2022
Q3 | $7K | Hold |
64
| – | – | ﹤0.01% | 720 |
|
|
2022
Q2 | $6.8K | Buy |
64
+39
| +156% | +$4.15K | ﹤0.01% | 727 |
|
|
2022
Q1 | $3K | Buy |
+25
| New | +$3K | ﹤0.01% | 874 |
|
|
2021
Q3 | $1K | Hold |
15
| – | – | ﹤0.01% | 872 |
|
|
2021
Q2 | $1K | Hold |
15
| – | – | ﹤0.01% | 880 |
|
|
2021
Q1 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 723 |
|