IWA
IBEX Wealth Advisors’s Valero Energy VLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-62,737
| Closed | -$5.88M | – | 114 |
|
|
2019
Q4 | $5.88M | Buy |
62,737
+9,743
| +18% | +$912K | 1.8% | 15 |
|
|
2019
Q3 | $4.52M | Buy |
52,994
+1,719
| +3% | +$147K | 1.5% | 19 |
|
|
2019
Q2 | $4.39M | Buy |
51,275
+1,648
| +3% | +$141K | 1.27% | 20 |
|
|
2019
Q1 | $4.21M | Buy |
49,627
+2,088
| +4% | +$177K | 1.48% | 20 |
|
|
2018
Q4 | $3.56M | Sell |
47,539
-749
| -2% | -$56.2K | 1.63% | 18 |
|
|
2018
Q3 | $5.5M | Buy |
48,288
+677
| +1% | +$77.1K | 1.97% | 11 |
|
|
2018
Q2 | $4.36M | Hold |
47,611
| – | – | 1.75% | 14 |
|
|
2018
Q1 | $4.36M | Buy |
47,611
+479
| +1% | +$43.9K | 1.77% | 14 |
|
|
2017
Q4 | $4.44M | Buy |
47,132
+375
| +0.8% | +$35.3K | 1.97% | 18 |
|
|
2017
Q3 | $3.61M | Buy |
46,757
+295
| +0.6% | +$22.8K | 1.34% | 27 |
|
|
2017
Q2 | $3.16M | Buy |
46,462
+3,586
| +8% | +$244K | 1.24% | 31 |
|
|
2017
Q1 | $2.79M | Buy |
+42,876
| New | +$2.79M | 1.72% | 25 |
|