PVWM
Point View Wealth Management’s Valero Energy VLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $559K | Sell |
9,880
-1,569
| -14% | -$88.8K | 0.23% | 143 |
|
|
2020
Q3 | $496K | Buy |
11,449
+445
| +4% | +$19.3K | 0.23% | 134 |
|
|
2020
Q2 | $647K | Buy |
11,004
+3
| +0% | +$176 | 0.31% | 104 |
|
|
2020
Q1 | $499K | Sell |
11,001
-369
| -3% | -$16.7K | 0.27% | 118 |
|
|
2019
Q4 | $1.07M | Hold |
11,370
| – | – | 0.44% | 75 |
|
|
2019
Q3 | $969K | Hold |
11,370
| – | – | 0.44% | 77 |
|
|
2019
Q2 | $973K | Hold |
11,370
| – | – | 0.41% | 81 |
|
|
2019
Q1 | $965K | Sell |
11,370
-200
| -2% | -$17K | 0.43% | 78 |
|
|
2018
Q4 | $867K | Sell |
11,570
-55
| -0.5% | -$4.12K | 0.44% | 80 |
|
|
2018
Q3 | $1.32M | Sell |
11,625
-268
| -2% | -$30.5K | 0.59% | 50 |
|
|
2018
Q2 | $1.32M | Sell |
11,893
-167
| -1% | -$18.5K | 0.61% | 49 |
|
|
2018
Q1 | $1.12M | Sell |
12,060
-2,079
| -15% | -$193K | 0.54% | 56 |
|
|
2017
Q4 | $1.3M | Sell |
14,139
-233
| -2% | -$21.4K | 0.62% | 47 |
|
|
2017
Q3 | $1.11M | Sell |
14,372
-1,573
| -10% | -$121K | 0.53% | 61 |
|
|
2017
Q2 | $1.08M | Hold |
15,945
| – | – | 0.53% | 65 |
|
|
2017
Q1 | $1.06M | Buy |
15,945
+1,207
| +8% | +$80K | 0.54% | 59 |
|
|
2016
Q4 | $1.01M | Sell |
14,738
-1,063
| -7% | -$72.6K | 0.58% | 54 |
|
|
2016
Q3 | $837K | Sell |
15,801
-133
| -0.8% | -$7.05K | 0.5% | 66 |
|
|
2016
Q2 | $813K | Hold |
15,934
| – | – | 0.49% | 68 |
|
|
2016
Q1 | $1.02M | Sell |
15,934
-493
| -3% | -$31.6K | 0.66% | 42 |
|
|
2015
Q4 | $1.16M | Sell |
16,427
-202
| -1% | -$14.3K | 0.84% | 30 |
|
|
2015
Q3 | $999K | Sell |
16,629
-641
| -4% | -$38.5K | 0.8% | 36 |
|
|
2015
Q2 | $1.08M | Sell |
17,270
-33
| -0.2% | -$2.07K | 0.84% | 35 |
|
|
2015
Q1 | $1.1M | Sell |
17,303
-557
| -3% | -$35.4K | 0.85% | 36 |
|
|
2014
Q4 | $884K | Sell |
17,860
-329
| -2% | -$16.3K | 0.66% | 44 |
|
|
2014
Q3 | $842K | Sell |
18,189
-156
| -0.9% | -$7.22K | 0.71% | 42 |
|
|
2014
Q2 | $919K | Sell |
18,345
-470
| -2% | -$23.5K | 0.8% | 39 |
|
|
2014
Q1 | $999K | Sell |
18,815
-414
| -2% | -$22K | 0.91% | 32 |
|
|
2013
Q4 | $969K | Buy |
+19,229
| New | +$969K | 0.92% | 30 |
|