MPS Loria Financial Planners’s Valero Energy VLO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-85
| Closed | -$6K | – | 546 |
|
2021
Q1 | $6K | Hold |
85
| – | – | ﹤0.01% | 337 |
|
2020
Q4 | $5K | Buy |
85
+37
| +77% | +$2.18K | ﹤0.01% | 373 |
|
2020
Q3 | $2K | Hold |
48
| – | – | ﹤0.01% | 300 |
|
2020
Q2 | $3K | Buy |
+48
| New | +$3K | ﹤0.01% | 303 |
|
2017
Q3 | – | Sell |
-48
| Closed | -$3K | – | 329 |
|
2017
Q2 | $3K | Buy |
+48
| New | +$3K | ﹤0.01% | 346 |
|