RWM
RBA Wealth Management’s Valero Energy VLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-20,657
| Closed | -$937K | – | 102 |
|
|
2020
Q1 | $937K | Sell |
20,657
-1,950
| -9% | -$88.5K | 0.81% | 45 |
|
|
2019
Q4 | $2.11M | Sell |
22,607
-159
| -0.7% | -$14.8K | 1.44% | 34 |
|
|
2019
Q3 | $1.94M | Sell |
22,766
-3,790
| -14% | -$323K | 1.48% | 36 |
|
|
2019
Q2 | $2.27M | Sell |
26,556
-505
| -2% | -$43.2K | 1.76% | 31 |
|
|
2019
Q1 | $2.39M | Buy |
+27,061
| New | +$2.39M | 1.86% | 29 |
|