Northwest Wealth Management’s Valero Energy VLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,358
| Closed | -$115K | – | 459 |
|
|
2019
Q1 | $115K | Buy |
1,358
+37
| +3% | +$3.13K | 0.09% | 147 |
|
|
2018
Q4 | $99K | Buy |
1,321
+36
| +3% | +$2.7K | 0.08% | 145 |
|
|
2018
Q3 | $146K | Buy |
1,285
+7
| +0.5% | +$795 | 0.11% | 124 |
|
|
2018
Q2 | $142K | Buy |
1,278
+216
| +20% | +$24K | 0.11% | 126 |
|
|
2018
Q1 | $98K | Buy |
+1,062
| New | +$98K | 0.07% | 151 |
|