Ipswich Investment Management’s Valero Energy VLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-2,565
| Closed | -$240K | – | 181 |
|
|
2019
Q4 | $240K | Buy |
2,565
+30
| +1% | +$2.81K | 0.07% | 165 |
|
|
2019
Q3 | $216K | Sell |
2,535
-150
| -6% | -$12.8K | 0.07% | 168 |
|
|
2019
Q2 | $230K | Sell |
2,685
-75
| -3% | -$6.43K | 0.07% | 164 |
|
|
2019
Q1 | $234K | Sell |
2,760
-10
| -0.4% | -$848 | 0.08% | 163 |
|
|
2018
Q4 | $208K | Hold |
2,770
| – | – | 0.08% | 156 |
|
|
2018
Q3 | $315K | Buy |
+2,770
| New | +$315K | 0.11% | 136 |
|
|
2016
Q2 | – | Sell |
-50
| Closed | -$3K | – | 318 |
|
|
2016
Q1 | $3K | Buy |
+50
| New | +$3K | ﹤0.01% | 367 |
|