KA
VLO icon

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