KIA
Kopp Investment Advisors’s Valero Energy VLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $368K | Sell |
4,319
-365
| -8% | -$31.1K | 0.68% | 37 |
|
|
2019
Q2 | $401K | Sell |
4,684
-2,955
| -39% | -$253K | 0.46% | 38 |
|
|
2019
Q1 | $648K | Sell |
7,639
-147
| -2% | -$12.5K | 0.52% | 38 |
|
|
2018
Q4 | $584K | Buy |
7,786
+53
| +0.7% | +$3.98K | 0.57% | 41 |
|
|
2018
Q3 | $880K | Sell |
7,733
-217
| -3% | -$24.7K | 0.74% | 33 |
|
|
2018
Q2 | $881K | Buy |
7,950
+28
| +0.4% | +$3.1K | 0.83% | 32 |
|
|
2018
Q1 | $735K | Sell |
7,922
-235
| -3% | -$21.8K | 0.75% | 43 |
|
|
2017
Q4 | $750K | Buy |
8,157
+243
| +3% | +$22.3K | 0.75% | 43 |
|
|
2017
Q3 | $609K | Buy |
+7,914
| New | +$609K | 0.56% | 46 |
|