Krilogy Financial’s Valero Energy VLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,458
| Closed | -$343K | – | 392 |
|
|
2023
Q1 | $343K | Buy |
2,458
+54
| +2% | +$7.54K | 0.03% | 317 |
|
|
2022
Q4 | $305K | Buy |
2,404
+5
| +0.2% | +$634 | 0.03% | 321 |
|
|
2022
Q3 | $256K | Buy |
2,399
+104
| +5% | +$11.1K | 0.03% | 270 |
|
|
2022
Q2 | $244K | Buy |
2,295
+3
| +0.1% | +$319 | 0.03% | 274 |
|
|
2022
Q1 | $233K | Buy |
+2,292
| New | +$233K | 0.02% | 286 |
|
|
2018
Q4 | – | Sell |
-1,042
| Closed | -$119K | – | 673 |
|
|
2018
Q3 | $119K | Buy |
+1,042
| New | +$119K | 0.03% | 194 |
|
|
2018
Q2 | – | Sell |
-741
| Closed | -$69K | – | 645 |
|
|
2018
Q1 | $69K | Hold |
741
| – | – | 0.02% | 287 |
|
|
2017
Q4 | $68K | Sell |
741
-323
| -30% | -$29.6K | 0.02% | 283 |
|
|
2017
Q3 | $82K | Sell |
1,064
-27
| -2% | -$2.08K | 0.02% | 280 |
|
|
2017
Q2 | $74K | Sell |
1,091
-130
| -11% | -$8.82K | 0.02% | 258 |
|
|
2017
Q1 | $83K | Hold |
1,221
| – | – | 0.03% | 222 |
|
|
2016
Q4 | $83K | Buy |
1,221
+2
| +0.2% | +$136 | 0.03% | 222 |
|
|
2016
Q3 | $65K | Sell |
1,219
-24
| -2% | -$1.28K | 0.02% | 266 |
|
|
2016
Q2 | $63K | Buy |
1,243
+29
| +2% | +$1.47K | 0.02% | 271 |
|
|
2016
Q1 | $78K | Buy |
1,214
+542
| +81% | +$34.8K | 0.03% | 211 |
|
|
2015
Q4 | $48K | Hold |
672
| – | – | 0.04% | 141 |
|
|
2015
Q3 | $40K | Buy |
+672
| New | +$40K | 0.02% | 230 |
|