Keebeck Wealth Management’s Valero Energy VLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,216
| Closed | -$208K | – | 285 |
|
|
2024
Q1 | $208K | Buy |
+1,216
| New | +$208K | 0.03% | 265 |
|
|
2023
Q3 | – | Sell |
-26,216
| Closed | -$3.08M | – | 274 |
|
|
2023
Q2 | $3.08M | Buy |
+26,216
| New | +$3.08M | 0.42% | 64 |
|
|
2021
Q2 | – | Sell |
-11,893
| Closed | -$852K | – | 249 |
|
|
2021
Q1 | $852K | Hold |
11,893
| – | – | 0.13% | 123 |
|
|
2020
Q4 | $673K | Hold |
11,893
| – | – | 0.12% | 127 |
|
|
2020
Q3 | $515K | Buy |
11,893
+693
| +6% | +$30K | 0.11% | 132 |
|
|
2020
Q2 | $658K | Sell |
11,200
-206
| -2% | -$12.1K | 0.21% | 91 |
|
|
2020
Q1 | $517K | Buy |
11,406
+6,211
| +120% | +$282K | 0.22% | 92 |
|
|
2019
Q4 | $486K | Buy |
+5,195
| New | +$486K | 0.15% | 100 |
|