Lenox Wealth Advisors’s Valero Energy VLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $48K | Buy |
465
+12
| +3% | +$1.24K | 0.01% | 255 |
|
|
2021
Q4 | $34K | Buy |
453
+200
| +79% | +$15K | ﹤0.01% | 318 |
|
|
2021
Q3 | $18K | Sell |
253
-4
| -2% | -$285 | ﹤0.01% | 383 |
|
|
2021
Q2 | $20K | Sell |
257
-111
| -30% | -$8.64K | ﹤0.01% | 367 |
|
|
2021
Q1 | $26K | Buy |
368
+67
| +22% | +$4.73K | ﹤0.01% | 272 |
|
|
2020
Q4 | $17K | Sell |
301
-49
| -14% | -$2.77K | ﹤0.01% | 341 |
|
|
2020
Q3 | $15K | Buy |
350
+49
| +16% | +$2.1K | ﹤0.01% | 332 |
|
|
2020
Q2 | $18K | Buy |
301
+7
| +2% | +$419 | ﹤0.01% | 310 |
|
|
2020
Q1 | $13K | Hold |
294
| – | – | ﹤0.01% | 317 |
|
|
2019
Q4 | $28K | Buy |
294
+41
| +16% | +$3.91K | ﹤0.01% | 277 |
|
|
2019
Q3 | $22K | Buy |
+253
| New | +$22K | ﹤0.01% | 288 |
|
|
2018
Q3 | – | Sell |
-81
| Closed | -$9K | – | 519 |
|
|
2018
Q2 | $9K | Buy |
+81
| New | +$9K | ﹤0.01% | 388 |
|
|
2016
Q1 | – | Sell |
-60
| Closed | -$4K | – | 412 |
|
|
2015
Q4 | $4K | Buy |
+60
| New | +$4K | ﹤0.01% | 264 |
|