Meridian Wealth Advisors’s Valero Energy VLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,362
| Closed | -$300K | – | 195 |
|
|
2022
Q4 | $300K | Buy |
2,362
+16
| +0.7% | +$2.03K | 0.08% | 154 |
|
|
2022
Q3 | $251K | Buy |
2,346
+15
| +0.6% | +$1.61K | 0.07% | 162 |
|
|
2022
Q2 | $248K | Buy |
+2,331
| New | +$248K | 0.07% | 172 |
|
|
2021
Q2 | – | Sell |
-3,727
| Closed | -$267K | – | 196 |
|
|
2021
Q1 | $267K | Buy |
+3,727
| New | +$267K | 0.09% | 147 |
|
|
2019
Q1 | – | Sell |
-759
| Closed | -$57K | – | 383 |
|
|
2018
Q4 | $57K | Buy |
+759
| New | +$57K | 0.04% | 233 |
|