KWA
KCS Wealth Advisory’s Valero Energy VLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-6,240
| Closed | -$584K | – | 158 |
|
|
2019
Q4 | $584K | Sell |
6,240
-4,138
| -40% | -$387K | 0.44% | 94 |
|
|
2019
Q3 | $885K | Buy |
10,378
+353
| +4% | +$30.1K | 0.61% | 67 |
|
|
2019
Q2 | $858K | Buy |
10,025
+390
| +4% | +$33.4K | 0.68% | 63 |
|
|
2019
Q1 | $817K | Buy |
9,635
+482
| +5% | +$40.9K | 0.71% | 63 |
|
|
2018
Q4 | $686K | Sell |
9,153
-71
| -0.8% | -$5.32K | 0.72% | 53 |
|
|
2018
Q3 | $1.05M | Sell |
9,224
-1,740
| -16% | -$198K | 0.97% | 25 |
|
|
2018
Q2 | $1.22M | Sell |
10,964
-401
| -4% | -$44.4K | 1.13% | 14 |
|
|
2018
Q1 | $1.05M | Buy |
11,365
+628
| +6% | +$58.2K | 0.96% | 20 |
|
|
2017
Q4 | $987K | Buy |
+10,737
| New | +$987K | 0.95% | 19 |
|