Joel Isaacson & Co’s Valero Energy VLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-400
| Closed | -$27K | – | 522 |
|
|
2016
Q4 | $27K | Hold |
400
| – | – | 0.01% | 400 |
|
|
2016
Q3 | $21K | Hold |
400
| – | – | ﹤0.01% | 455 |
|
|
2016
Q2 | $20K | Hold |
400
| – | – | ﹤0.01% | 465 |
|
|
2016
Q1 | $26K | Hold |
400
| – | – | 0.01% | 445 |
|
|
2015
Q4 | $28K | Hold |
400
| – | – | 0.01% | 421 |
|
|
2015
Q3 | $24K | Sell |
400
-250
| -38% | -$15K | 0.01% | 450 |
|
|
2015
Q2 | $41K | Buy |
650
+250
| +63% | +$15.8K | 0.01% | 392 |
|
|
2015
Q1 | $25K | Buy |
+400
| New | +$25K | 0.01% | 462 |
|