Klingman & Associates’s Valero Energy VLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-600
| Closed | -$32K | – | 316 |
|
|
2016
Q3 | $32K | Hold |
600
| – | – | 0.01% | 222 |
|
|
2016
Q2 | $31K | Hold |
600
| – | – | 0.01% | 229 |
|
|
2016
Q1 | $38K | Hold |
600
| – | – | 0.01% | 210 |
|
|
2015
Q4 | $42K | Hold |
600
| – | – | 0.02% | 215 |
|
|
2015
Q3 | $36K | Hold |
600
| – | – | 0.01% | 220 |
|
|
2015
Q2 | $38K | Hold |
600
| – | – | 0.01% | 198 |
|
|
2015
Q1 | $38K | Hold |
600
| – | – | 0.02% | 191 |
|
|
2014
Q4 | $29K | Buy |
+600
| New | +$29K | 0.01% | 206 |
|