MWAC
Mariner Wealth Advisors (Cincinnati)’s Valero Energy VLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $398K | Buy |
3,498
+73
| +2% | +$8.31K | 0.02% | 216 |
|
|
2018
Q2 | $380K | Buy |
3,425
+30
| +0.9% | +$3.33K | 0.02% | 218 |
|
|
2018
Q1 | $315K | Buy |
3,395
+500
| +17% | +$46.4K | 0.02% | 230 |
|
|
2017
Q4 | $266K | Sell |
2,895
-8
| -0.3% | -$735 | 0.02% | 241 |
|
|
2017
Q3 | $223K | Buy |
+2,903
| New | +$223K | 0.01% | 251 |
|
|
2016
Q1 | – | Sell |
-3,313
| Closed | -$234K | – | 252 |
|
|
2015
Q4 | $234K | Buy |
+3,313
| New | +$234K | 0.02% | 215 |
|