LWM
Lyons Wealth Management’s Valero Energy VLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-14,514
| Closed | -$995K | – | 53 |
|
|
2016
Q4 | $995K | Sell |
14,514
-257
| -2% | -$17.6K | 1.36% | 12 |
|
|
2016
Q3 | $782K | Buy |
14,771
+1,480
| +11% | +$78.4K | 1.08% | 25 |
|
|
2016
Q2 | $678K | Buy |
13,291
+1,466
| +12% | +$74.8K | 1.02% | 28 |
|
|
2016
Q1 | $760K | Sell |
11,825
-3,586
| -23% | -$230K | 1.09% | 26 |
|
|
2015
Q4 | $1.09M | Buy |
15,411
+369
| +2% | +$26.1K | 1.39% | 7 |
|
|
2015
Q3 | $903K | Sell |
15,042
-994
| -6% | -$59.7K | 1.16% | 15 |
|
|
2015
Q2 | $1.01M | Sell |
16,036
-6,780
| -30% | -$425K | 1.14% | 15 |
|
|
2015
Q1 | $1.45M | Buy |
+22,816
| New | +$1.45M | 1.57% | 7 |
|