Lloyd Advisory Services’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 |
-5,755
| Closed | -$982K | – | 190 |
|
|
2024
Q1 | $982K | Buy |
+5,755
| New | +$982K | 0.21% | 85 |
|
|
2022
Q2 | – | Sell |
-435
| Closed | -$44K | – | 564 |
|
|
2022
Q1 | $44K | Sell |
435
-7
| -2% | -$708 | 0.02% | 245 |
|
|
2021
Q4 | $33K | Buy |
442
+39
| +10% | +$2.91K | 0.02% | 253 |
|
|
2021
Q3 | $28K | Buy |
403
+209
| +108% | +$14.5K | 0.01% | 220 |
|
|
2021
Q2 | $15K | Buy |
194
+77
| +66% | +$5.95K | 0.01% | 253 |
|
|
2021
Q1 | $8K | Hold |
117
| – | – | ﹤0.01% | 254 |
|
|
2020
Q4 | $7K | Buy |
+117
| New | +$7K | ﹤0.01% | 226 |
|
|
2020
Q1 | – | Sell |
-16
| Closed | -$1K | – | 407 |
|
|
2019
Q4 | $1K | Buy |
+16
| New | +$1K | ﹤0.01% | 353 |
|