LWM
LBA Wealth Management’s Valero Energy VLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $875K | Buy |
13,198
+75
| +0.6% | +$4.97K | 0.46% | 40 |
|
|
2016
Q4 | $897K | Buy |
13,123
+75
| +0.6% | +$5.13K | 0.49% | 36 |
|
|
2016
Q3 | $692K | Sell |
13,048
-400
| -3% | -$21.2K | 0.39% | 44 |
|
|
2016
Q2 | $686K | Buy |
13,448
+600
| +5% | +$30.6K | 0.39% | 46 |
|
|
2016
Q1 | $824K | Buy |
12,848
+8,810
| +218% | +$565K | 0.48% | 36 |
|
|
2015
Q4 | $286K | Buy |
4,038
+360
| +10% | +$25.5K | 0.16% | 97 |
|
|
2015
Q3 | $221K | Buy |
3,678
+438
| +14% | +$26.3K | 0.14% | 102 |
|
|
2015
Q2 | $203K | Buy |
3,240
+3,185
| +5,791% | +$200K | 0.13% | 100 |
|
|
2015
Q1 | $3K | Hold |
55
| – | – | ﹤0.01% | 288 |
|
|
2014
Q4 | $3K | Hold |
55
| – | – | ﹤0.01% | 273 |
|
|
2014
Q3 | $3K | Hold |
55
| – | – | ﹤0.01% | 390 |
|
|
2014
Q2 | $3K | Hold |
55
| – | – | ﹤0.01% | 248 |
|
|
2014
Q1 | $3K | Sell |
55
-189
| -77% | -$10.3K | ﹤0.01% | 243 |
|
|
2013
Q4 | $12K | Buy |
+244
| New | +$12K | 0.01% | 204 |
|