Mayflower Financial Advisors’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 |
-2,474
| Closed | -$422K | – | 368 |
|
|
2024
Q1 | $422K | Buy |
2,474
+22
| +0.9% | +$3.76K | 0.07% | 235 |
|
|
2023
Q4 | $319K | Buy |
2,452
+11
| +0.5% | +$1.43K | 0.04% | 249 |
|
|
2023
Q3 | $346K | Buy |
2,441
+58
| +2% | +$8.22K | 0.05% | 235 |
|
|
2023
Q2 | $279K | Buy |
2,383
+2
| +0.1% | +$235 | 0.04% | 280 |
|
|
2023
Q1 | $332K | Buy |
2,381
+29
| +1% | +$4.05K | 0.04% | 254 |
|
|
2022
Q4 | $298K | Sell |
2,352
-31
| -1% | -$3.93K | 0.04% | 262 |
|
|
2022
Q3 | $255K | Buy |
2,383
+15
| +0.6% | +$1.61K | 0.04% | 273 |
|
|
2022
Q2 | $252K | Buy |
2,368
+14
| +0.6% | +$1.49K | 0.04% | 284 |
|
|
2022
Q1 | $239K | Buy |
+2,354
| New | +$239K | 0.03% | 301 |
|