Lederer & Associates Investment Counsel’s Valero Energy VLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-10,815
| Closed | -$1.01M | – | 96 |
|
|
2019
Q4 | $1.01M | Buy |
10,815
+75
| +0.7% | +$7.03K | 0.88% | 49 |
|
|
2019
Q3 | $915K | Sell |
10,740
-10,775
| -50% | -$918K | 0.87% | 47 |
|
|
2019
Q2 | $1.84M | Buy |
21,515
+495
| +2% | +$42.4K | 1.69% | 24 |
|
|
2019
Q1 | $1.78M | Buy |
21,020
+295
| +1% | +$25K | 1.66% | 23 |
|
|
2018
Q4 | $1.55M | Buy |
20,725
+5,675
| +38% | +$426K | 1.66% | 21 |
|
|
2018
Q3 | $1.71M | Buy |
15,050
+525
| +4% | +$59.7K | 1.45% | 29 |
|
|
2018
Q2 | $1.61M | Sell |
14,525
-890
| -6% | -$98.7K | 1.45% | 31 |
|
|
2018
Q1 | $1.43M | Sell |
15,415
-35
| -0.2% | -$3.25K | 1.29% | 38 |
|
|
2017
Q4 | $1.42M | Buy |
15,450
+150
| +1% | +$13.8K | 1.27% | 37 |
|
|
2017
Q3 | $1.18M | Hold |
15,300
| – | – | 1.12% | 43 |
|
|
2017
Q2 | $1.03M | Buy |
+15,300
| New | +$1.03M | 0.99% | 47 |
|