Monte Financial Group’s Valero Energy VLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-3,232
| Closed | -$242K | – | 73 |
|
|
2018
Q4 | $242K | Sell |
3,232
-11,650
| -78% | -$872K | 0.26% | 60 |
|
|
2018
Q3 | $1.69M | Sell |
14,882
-1,578
| -10% | -$180K | 1.58% | 29 |
|
|
2018
Q2 | $1.82M | Sell |
16,460
-9,325
| -36% | -$1.03M | 1.86% | 29 |
|
|
2018
Q1 | $2.39M | Sell |
25,785
-6,997
| -21% | -$649K | 2.5% | 19 |
|
|
2017
Q4 | $3.01M | Buy |
+32,782
| New | +$3.01M | 3.06% | 9 |
|