NWAM LLC’s Valero Energy VLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,714
| Closed | -$243K | – | 573 |
|
|
2023
Q3 | $243K | Sell |
1,714
-330
| -16% | -$46.8K | 0.02% | 431 |
|
|
2023
Q2 | $240K | Buy |
2,044
+7
| +0.3% | +$821 | 0.02% | 467 |
|
|
2023
Q1 | $284K | Buy |
2,037
+397
| +24% | +$55.4K | 0.03% | 377 |
|
|
2022
Q4 | $208K | Buy |
+1,640
| New | +$208K | 0.02% | 487 |
|
|
2013
Q4 | – | Sell |
-6,131
| Closed | -$209K | – | 211 |
|
|
2013
Q3 | $209K | Buy |
6,131
+110
| +2% | +$3.75K | 0.1% | 171 |
|
|
2013
Q2 | $209K | Buy |
+6,021
| New | +$209K | 0.11% | 171 |
|