Peachtree Investment Advisors’s Valero Energy VLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $379K | Hold |
5,060
| – | – | 0.29% | 54 |
|
|
2018
Q3 | $576K | Hold |
5,060
| – | – | 0.39% | 48 |
|
|
2018
Q2 | $561K | Hold |
5,060
| – | – | 0.41% | 47 |
|
|
2018
Q1 | $469K | Hold |
5,060
| – | – | 0.35% | 52 |
|
|
2017
Q4 | $465K | Hold |
5,060
| – | – | 0.36% | 53 |
|
|
2017
Q3 | $389K | Hold |
5,060
| – | – | 0.33% | 59 |
|
|
2017
Q2 | $341K | Hold |
5,060
| – | – | 0.29% | 69 |
|
|
2017
Q1 | $335K | Hold |
5,060
| – | – | 0.31% | 67 |
|
|
2016
Q4 | $346K | Sell |
5,060
-400
| -7% | -$27.4K | 0.34% | 69 |
|
|
2016
Q3 | $289K | Hold |
5,460
| – | – | 0.28% | 74 |
|
|
2016
Q2 | $278K | Sell |
5,460
-200
| -4% | -$10.2K | 0.28% | 80 |
|
|
2016
Q1 | $363K | Hold |
5,660
| – | – | 0.36% | 67 |
|
|
2015
Q4 | $400K | Hold |
5,660
| – | – | 0.42% | 61 |
|
|
2015
Q3 | $340K | Sell |
5,660
-460
| -8% | -$27.6K | 0.35% | 75 |
|
|
2015
Q2 | $383K | Hold |
6,120
| – | – | 0.29% | 88 |
|
|
2015
Q1 | $389K | Hold |
6,120
| – | – | 0.28% | 88 |
|
|
2014
Q4 | $303K | Hold |
6,120
| – | – | 0.2% | 112 |
|
|
2014
Q3 | $283K | Hold |
6,120
| – | – | 0.19% | 117 |
|
|
2014
Q2 | $307K | Hold |
6,120
| – | – | 0.2% | 106 |
|
|
2014
Q1 | $325K | Hold |
6,120
| – | – | 0.22% | 102 |
|
|
2013
Q4 | $308K | Buy |
+6,120
| New | +$308K | 0.21% | 102 |
|