Nicolet Advisory Services’s Valero Energy VLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-4,780
| Closed | -$281K | – | 207 |
|
|
2020
Q2 | $281K | Buy |
4,780
+5
| +0.1% | +$294 | 0.04% | 160 |
|
|
2020
Q1 | $217K | Buy |
4,775
+273
| +6% | +$12.4K | 0.04% | 173 |
|
|
2019
Q4 | $422K | Buy |
4,502
+14
| +0.3% | +$1.31K | 0.07% | 111 |
|
|
2019
Q3 | $383K | Buy |
4,488
+14
| +0.3% | +$1.2K | 0.06% | 110 |
|
|
2019
Q2 | $383K | Buy |
4,474
+73
| +2% | +$6.25K | 0.06% | 104 |
|
|
2019
Q1 | $373K | Buy |
+4,401
| New | +$373K | 0.06% | 103 |
|