ICA Group Wealth Management’s Valero Energy VLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $11K | Sell |
70
-523
| -88% | -$82K | 0.01% | 465 |
|
|
2024
Q1 | $101K | Hold |
593
| – | – | 0.02% | 396 |
|
|
2023
Q4 | $77.1K | Buy |
+593
| New | +$77.1K | 0.02% | 419 |
|
|
2023
Q3 | – | Sell |
-599
| Closed | -$70.3K | – | 1199 |
|
|
2023
Q2 | $70.3K | Buy |
599
+6
| +1% | +$704 | 0.02% | 414 |
|
|
2023
Q1 | $82.8K | Sell |
593
-550
| -48% | -$76.8K | 0.02% | 370 |
|
|
2022
Q4 | $145K | Sell |
1,143
-1,499
| -57% | -$190K | 0.03% | 299 |
|
|
2022
Q3 | $282K | Buy |
2,642
+829
| +46% | +$88.5K | 0.06% | 276 |
|
|
2022
Q2 | $215K | Buy |
1,813
+40
| +2% | +$4.74K | 0.04% | 351 |
|
|
2022
Q1 | $246K | Buy |
+1,773
| New | +$246K | 0.05% | 319 |
|