Liberty Wealth Management’s Valero Energy VLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-548
| Closed | -$39K | – | 1068 |
|
|
2021
Q3 | $39K | Hold |
548
| – | – | 0.01% | 474 |
|
|
2021
Q2 | $43K | Sell |
548
-5
| -0.9% | -$392 | 0.02% | 354 |
|
|
2021
Q1 | $31K | Hold |
553
| – | – | 0.02% | 385 |
|
|
2020
Q4 | $31K | Sell |
553
-235
| -30% | -$13.2K | 0.02% | 383 |
|
|
2020
Q3 | $34K | Sell |
788
-39
| -5% | -$1.68K | 0.02% | 306 |
|
|
2020
Q2 | $49K | Sell |
827
-375
| -31% | -$22.2K | 0.03% | 228 |
|
|
2020
Q1 | $55K | Buy |
1,202
+39
| +3% | +$1.79K | 0.05% | 204 |
|
|
2019
Q4 | $109K | Buy |
1,163
+409
| +54% | +$38.3K | 0.09% | 150 |
|
|
2019
Q3 | $64K | Buy |
754
+117
| +18% | +$9.93K | 0.06% | 197 |
|
|
2019
Q2 | $55K | Buy |
637
+423
| +198% | +$36.5K | 0.05% | 235 |
|
|
2019
Q1 | $18K | Buy |
214
+72
| +51% | +$6.06K | 0.01% | 362 |
|
|
2018
Q4 | $10K | Buy |
+142
| New | +$10K | 0.01% | 434 |
|