Laurel Wealth Advisors (California)’s Valero Energy VLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $672K | Buy |
5,294
+719
| +16% | +$91.3K | 0.07% | 300 |
|
|
2022
Q3 | $489K | Sell |
4,575
-75
| -2% | -$8.02K | 0.05% | 349 |
|
|
2022
Q2 | $494K | Sell |
4,650
-376
| -7% | -$39.9K | 0.05% | 361 |
|
|
2022
Q1 | $510K | Sell |
5,026
-628
| -11% | -$63.7K | 0.04% | 402 |
|
|
2021
Q4 | $425K | Buy |
+5,654
| New | +$425K | 0.03% | 497 |
|
|
2020
Q1 | – | Sell |
-2,611
| Closed | -$245K | – | 427 |
|
|
2019
Q4 | $245K | Buy |
+2,611
| New | +$245K | 0.04% | 388 |
|
|
2018
Q4 | – | Sell |
-2,260
| Closed | -$257K | – | 400 |
|
|
2018
Q3 | $257K | Sell |
2,260
-2,060
| -48% | -$234K | 0.06% | 312 |
|
|
2018
Q2 | $478K | Buy |
+4,320
| New | +$478K | 0.13% | 186 |
|
|
2016
Q4 | – | Sell |
-6,612
| Closed | -$350K | – | 273 |
|
|
2016
Q3 | $350K | Sell |
6,612
-570
| -8% | -$30.2K | 0.17% | 153 |
|
|
2016
Q2 | $366K | Buy |
+7,182
| New | +$366K | 0.18% | 146 |
|
|
2016
Q1 | – | Hold |
0
| – | – | – | 317 |
|
|
2015
Q4 | – | Hold |
0
| – | – | – | 290 |
|