Opus Capital Group’s Valero Energy VLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-4,490
| Closed | -$420K | – | 153 |
|
|
2019
Q4 | $420K | Sell |
4,490
-15
| -0.3% | -$1.4K | 0.12% | 74 |
|
|
2019
Q3 | $384K | Buy |
4,505
+20
| +0.4% | +$1.71K | 0.12% | 73 |
|
|
2019
Q2 | $384K | Buy |
4,485
+690
| +18% | +$59.1K | 0.12% | 79 |
|
|
2019
Q1 | $322K | Hold |
3,795
| – | – | 0.09% | 174 |
|
|
2018
Q4 | $284K | Hold |
3,795
| – | – | 0.06% | 190 |
|
|
2018
Q3 | $432K | Sell |
3,795
-325
| -8% | -$37K | 0.1% | 157 |
|
|
2018
Q2 | $457K | Hold |
4,120
| – | – | 0.11% | 144 |
|
|
2018
Q1 | $382K | Hold |
4,120
| – | – | 0.1% | 159 |
|
|
2017
Q4 | $378K | Sell |
4,120
-100
| -2% | -$9.18K | 0.08% | 165 |
|
|
2017
Q3 | $324K | Sell |
4,220
-340
| -7% | -$26.1K | 0.07% | 169 |
|
|
2017
Q2 | $308K | Buy |
+4,560
| New | +$308K | 0.06% | 153 |
|