New England Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-3,216
| Closed | -$277K | – | 159 |
|
|
2019
Q3 | $277K | Buy |
3,216
+17
| +0.5% | +$1.46K | 0.07% | 122 |
|
|
2019
Q2 | $275K | Buy |
3,199
+598
| +23% | +$51.4K | 0.07% | 125 |
|
|
2019
Q1 | $220K | Buy |
+2,601
| New | +$220K | 0.06% | 143 |
|
|
2018
Q4 | – | Sell |
-2,467
| Closed | -$281K | – | 164 |
|
|
2018
Q3 | $281K | Sell |
2,467
-109
| -4% | -$12.4K | 0.08% | 114 |
|
|
2018
Q2 | $285K | Buy |
2,576
+6
| +0.2% | +$664 | 0.08% | 114 |
|
|
2018
Q1 | $238K | Buy |
2,570
+113
| +5% | +$10.5K | 0.07% | 126 |
|
|
2017
Q4 | $227K | Buy |
+2,457
| New | +$227K | 0.06% | 125 |
|