Peloton Wealth Strategists’s Valero Energy VLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-9,100
| Closed | -$614K | – | 70 |
|
|
2017
Q2 | $614K | Sell |
9,100
-650
| -7% | -$43.9K | 0.48% | 61 |
|
|
2017
Q1 | $646K | Sell |
9,750
-16,700
| -63% | -$1.11M | 0.53% | 62 |
|
|
2016
Q4 | $1.81M | Buy |
26,450
+200
| +0.8% | +$13.7K | 1.48% | 27 |
|
|
2016
Q3 | $1.39M | Buy |
+26,250
| New | +$1.39M | 1.16% | 36 |
|
|
2016
Q1 | $1.65M | Hold |
25,650
| – | – | 1.39% | 32 |
|
|
2015
Q4 | $1.81M | Hold |
25,650
| – | – | 1.57% | 26 |
|
|
2015
Q3 | $1.54M | Sell |
25,650
-100
| -0.4% | -$6.01K | 1.35% | 35 |
|
|
2015
Q2 | $1.61M | Sell |
25,750
-400
| -2% | -$25K | 1.28% | 39 |
|
|
2015
Q1 | $1.66M | Buy |
26,150
+1,000
| +4% | +$63.6K | 1.29% | 38 |
|
|
2014
Q4 | $1.25M | Sell |
25,150
-100
| -0.4% | -$4.95K | 0.95% | 50 |
|
|
2014
Q3 | $1.17M | Buy |
25,250
+1,800
| +8% | +$83.3K | 0.92% | 46 |
|
|
2014
Q2 | $1.2M | Buy |
23,450
+1,750
| +8% | +$89.3K | 1.05% | 43 |
|
|
2014
Q1 | $1.15M | Buy |
+21,700
| New | +$1.15M | 0.95% | 47 |
|