Legend Financial Advisors’s Valero Energy VLO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-200
| Closed | -$34.1K | – | 295 |
|
2024
Q1 | $34.1K | Hold |
200
| – | – | 0.02% | 71 |
|
2023
Q4 | $26K | Hold |
200
| – | – | 0.02% | 77 |
|
2023
Q3 | $28.3K | Hold |
200
| – | – | 0.02% | 82 |
|
2023
Q2 | $23.5K | Hold |
200
| – | – | 0.02% | 94 |
|
2023
Q1 | $27.9K | Hold |
200
| – | – | 0.02% | 83 |
|
2022
Q4 | $25.4K | Hold |
200
| – | – | 0.02% | 99 |
|
2022
Q3 | $21.4K | Buy |
+200
| New | +$21.4K | 0.02% | 96 |
|