Johanson Financial Advisors’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 |
-409,571
| Closed | -$4.37M | – | 239 |
|
|
2019
Q4 | $4.37M | Buy |
409,571
+405,197
| +9,264% | +$4.33M | 0.21% | 69 |
|
|
2019
Q3 | $371K | Sell |
4,374
-2,403
| -35% | -$204K | 0.19% | 73 |
|
|
2019
Q2 | $580K | Buy |
6,777
+1,414
| +26% | +$121K | 0.31% | 63 |
|
|
2019
Q1 | $456K | Buy |
5,363
+13
| +0.2% | +$1.11K | 0.26% | 70 |
|
|
2018
Q4 | $402K | Buy |
5,350
+1,633
| +44% | +$123K | 0.27% | 69 |
|
|
2018
Q3 | $423K | Buy |
+3,717
| New | +$423K | 0.24% | 71 |
|