LWS
Lucia Wealth Services’s Valero Energy VLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-4,136
| Closed | -$310K | – | 203 |
|
|
2018
Q4 | $310K | Sell |
4,136
-3,122
| -43% | -$234K | 0.15% | 97 |
|
|
2018
Q3 | $826K | Sell |
7,258
-2,621
| -27% | -$298K | 0.26% | 85 |
|
|
2018
Q2 | $1.1M | Sell |
9,879
-2,558
| -21% | -$284K | 0.48% | 52 |
|
|
2018
Q1 | $1.15M | Buy |
12,437
+4,960
| +66% | +$460K | 0.37% | 73 |
|
|
2017
Q4 | $687K | Buy |
+7,477
| New | +$687K | 0.3% | 65 |
|