PWM
Paulson Wealth Management’s Valero Energy VLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-4,464
| Closed | -$409K | – | 134 |
|
|
2018
Q3 | $409K | Sell |
4,464
-362
| -8% | -$33.2K | 0.37% | 75 |
|
|
2018
Q2 | $535K | Buy |
+4,826
| New | +$535K | 0.53% | 60 |
|
|
2018
Q1 | – | Sell |
-661
| Closed | -$61K | – | 512 |
|
|
2017
Q4 | $61K | Buy |
+661
| New | +$61K | 0.05% | 183 |
|