Lake Point 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-100
| Closed | -$8K | – | 463 |
|
|
2021
Q2 | $8K | Buy |
+100
| New | +$8K | ﹤0.01% | 203 |
|
|
2020
Q1 | – | Sell |
-20
| Closed | -$2K | – | 464 |
|
|
2019
Q4 | $2K | Buy |
+20
| New | +$2K | ﹤0.01% | 519 |
|
|
2019
Q1 | – | Sell |
-1,562
| Closed | -$117K | – | 869 |
|
|
2018
Q4 | $117K | Buy |
+1,562
| New | +$117K | 0.04% | 197 |
|