KMG Fiduciary Partners’s Valero Energy VLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,286
| Closed | -$202K | – | 272 |
|
|
2024
Q2 | $202K | Sell |
1,286
-1
| -0.1% | -$157 | 0.02% | 239 |
|
|
2024
Q1 | $220K | Buy |
+1,287
| New | +$220K | 0.02% | 230 |
|
|
2022
Q3 | – | Sell |
-2,390
| Closed | -$254K | – | 205 |
|
|
2022
Q2 | $254K | Hold |
2,390
| – | – | 0.05% | 183 |
|
|
2022
Q1 | $243K | Buy |
+2,390
| New | +$243K | 0.04% | 190 |
|