PFA
Paradigm Financial Advisors’s Valero Energy VLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $223K | Hold |
2,970
| – | – | 0.05% | 194 |
|
|
2021
Q3 | $210K | Sell |
2,970
-496
| -14% | -$35.1K | 0.05% | 206 |
|
|
2021
Q2 | $271K | Sell |
3,466
-166
| -5% | -$13K | 0.06% | 176 |
|
|
2021
Q1 | $260K | Sell |
3,632
-1,016
| -22% | -$72.7K | 0.06% | 164 |
|
|
2020
Q4 | $263K | Buy |
+4,648
| New | +$263K | 0.07% | 133 |
|
|
2014
Q2 | – | Sell |
-30
| Closed | -$2K | – | 218 |
|
|
2014
Q1 | $2K | Hold |
30
| – | – | ﹤0.01% | 250 |
|
|
2013
Q4 | $2K | Buy |
+30
| New | +$2K | ﹤0.01% | 253 |
|