Icon Wealth Partners’s Valero Energy VLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-7,042
| Closed | -$305K | – | 279 |
|
|
2020
Q3 | $305K | Buy |
+7,042
| New | +$305K | 0.06% | 195 |
|
|
2019
Q2 | – | Sell |
-684
| Closed | -$58K | – | 752 |
|
|
2019
Q1 | $58K | Buy |
+684
| New | +$58K | 0.02% | 328 |
|
|
2018
Q4 | – | Sell |
-1,373
| Closed | -$156K | – | 257 |
|
|
2018
Q3 | $156K | Sell |
1,373
-81
| -6% | -$9.2K | 0.07% | 201 |
|
|
2018
Q2 | $161K | Buy |
+1,454
| New | +$161K | 0.07% | 180 |
|
|
2018
Q1 | – | Sell |
-647
| Closed | -$59K | – | 714 |
|
|
2017
Q4 | $59K | Buy |
+647
| New | +$59K | 0.03% | 380 |
|