Integrated 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-1,717
| Closed | -$91K | – | 985 |
|
|
2016
Q3 | $91K | Buy |
1,717
+191
| +13% | +$10.1K | 0.03% | 330 |
|
|
2016
Q2 | $78K | Hold |
1,526
| – | – | 0.03% | 336 |
|
|
2016
Q1 | $98K | Sell |
1,526
-103
| -6% | -$6.62K | 0.04% | 292 |
|
|
2015
Q4 | $115K | Sell |
1,629
-351
| -18% | -$24.8K | 0.05% | 265 |
|
|
2015
Q3 | $119K | Hold |
1,980
| – | – | 0.05% | 250 |
|
|
2015
Q2 | $124K | Buy |
1,980
+384
| +24% | +$24K | 0.05% | 254 |
|
|
2015
Q1 | $101K | Buy |
+1,596
| New | +$101K | 0.04% | 269 |
|