PS
Planned Solutions’s Valero Energy VLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,269
| Closed | -$171K | – | 617 |
|
|
2024
Q3 | $171K | Buy |
+1,269
| New | +$171K | 0.07% | 130 |
|
|
2024
Q2 | – | Sell |
-1,269
| Closed | -$217K | – | 111 |
|
|
2024
Q1 | $217K | Hold |
1,269
| – | – | 0.11% | 90 |
|
|
2023
Q4 | $165K | Buy |
+1,269
| New | +$165K | 0.08% | 110 |
|
|
2021
Q1 | – | Sell |
-724
| Closed | -$41K | – | 395 |
|
|
2020
Q4 | $41K | Hold |
724
| – | – | 0.03% | 227 |
|
|
2020
Q3 | $31K | Buy |
+724
| New | +$31K | 0.03% | 192 |
|