PWM
Purus Wealth Management’s Valero Energy VLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,393
| Closed | -$311K | – | 128 |
|
|
2023
Q4 | $311K | Buy |
2,393
+18
| +0.8% | +$2.34K | 0.18% | 90 |
|
|
2023
Q3 | $337K | Buy |
2,375
+16
| +0.7% | +$2.27K | 0.23% | 78 |
|
|
2023
Q2 | $277K | Buy |
2,359
+121
| +5% | +$14.2K | 0.18% | 94 |
|
|
2023
Q1 | $312K | Buy |
2,238
+18
| +0.8% | +$2.51K | 0.25% | 80 |
|
|
2022
Q4 | $282K | Buy |
2,220
+19
| +0.9% | +$2.41K | 0.26% | 87 |
|
|
2022
Q3 | $235K | Buy |
2,201
+19
| +0.9% | +$2.03K | 0.22% | 91 |
|
|
2022
Q2 | $232K | Buy |
2,182
+14
| +0.6% | +$1.49K | 0.21% | 92 |
|
|
2022
Q1 | $220K | Buy |
+2,168
| New | +$220K | 0.15% | 104 |
|