Peak Financial Advisors’s Valero Energy VLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-3,159
| Closed | -$336K | – | 74 |
|
|
2022
Q2 | $336K | Sell |
3,159
-4,144
| -57% | -$441K | 0.33% | 54 |
|
|
2022
Q1 | $742K | Buy |
7,303
+136
| +2% | +$13.8K | 0.64% | 41 |
|
|
2021
Q4 | $538K | Buy |
7,167
+2,613
| +57% | +$196K | 0.41% | 43 |
|
|
2021
Q3 | $321K | Sell |
4,554
-1,720
| -27% | -$121K | 0.28% | 55 |
|
|
2021
Q2 | $490K | Sell |
6,274
-1,048
| -14% | -$81.8K | 0.42% | 48 |
|
|
2021
Q1 | $524K | Buy |
7,322
+2,658
| +57% | +$190K | 0.44% | 47 |
|
|
2020
Q4 | $264K | Buy |
+4,664
| New | +$264K | 0.23% | 52 |
|