KA
Kaizen Advisory’s Valero Energy VLO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q4 | $669K | Sell |
8,919
-1,356
| -13% | -$102K | 0.46% | 69 |
|
2018
Q3 | $1.17M | Buy |
10,275
+9,212
| +867% | +$1.05M | 0.61% | 17 |
|
2018
Q2 | $118K | Buy |
1,063
+649
| +157% | +$72K | 0.06% | 207 |
|
2018
Q1 | $38K | Hold |
414
| – | – | 0.04% | 232 |
|
2017
Q4 | $38K | Buy |
+414
| New | +$38K | 0.02% | 222 |
|