Reilly Financial Advisors’s Valero Energy VLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $14K | Buy |
191
+81
| +74% | +$5.94K | ﹤0.01% | 650 |
|
|
2021
Q3 | $8K | Sell |
110
-310
| -74% | -$22.5K | ﹤0.01% | 699 |
|
|
2021
Q2 | $33K | Sell |
420
-151
| -26% | -$11.9K | ﹤0.01% | 447 |
|
|
2021
Q1 | $41K | Sell |
571
-91,201
| -99% | -$6.55M | ﹤0.01% | 400 |
|
|
2020
Q4 | $5.19M | Sell |
91,772
-3,353
| -4% | -$190K | 0.49% | 55 |
|
|
2020
Q3 | $4.12M | Buy |
95,125
+5,021
| +6% | +$218K | 0.44% | 56 |
|
|
2020
Q2 | $5.3M | Buy |
90,104
+2,376
| +3% | +$140K | 0.63% | 51 |
|
|
2020
Q1 | $3.98M | Buy |
87,728
+19
| +0% | +$862 | 0.58% | 52 |
|
|
2019
Q4 | $8.21M | Sell |
87,709
-9,457
| -10% | -$886K | 0.93% | 53 |
|
|
2019
Q3 | $8.28M | Buy |
97,166
+1,940
| +2% | +$165K | 1.02% | 51 |
|
|
2019
Q2 | $8.15M | Buy |
95,226
+5,811
| +6% | +$497K | 1.02% | 51 |
|
|
2019
Q1 | $7.59M | Buy |
89,415
+3,079
| +4% | +$261K | 0.98% | 49 |
|
|
2018
Q4 | $6.47M | Buy |
86,336
+85,021
| +6,465% | +$6.37M | 0.94% | 49 |
|
|
2018
Q3 | $150K | Buy |
1,315
+1,211
| +1,164% | +$138K | 0.02% | 193 |
|
|
2018
Q2 | $12K | Hold |
104
| – | – | ﹤0.01% | 625 |
|
|
2018
Q1 | $10K | Sell |
104
-216
| -68% | -$20.8K | ﹤0.01% | 655 |
|
|
2017
Q4 | $29K | Sell |
320
-107
| -25% | -$9.7K | ﹤0.01% | 421 |
|
|
2017
Q3 | $33K | Hold |
427
| – | – | ﹤0.01% | 382 |
|
|
2017
Q2 | $29K | Sell |
427
-100
| -19% | -$6.79K | ﹤0.01% | 414 |
|
|
2017
Q1 | $35K | Buy |
527
+3
| +0.6% | +$199 | 0.01% | 359 |
|
|
2016
Q4 | $36K | Buy |
524
+424
| +424% | +$29.1K | 0.01% | 333 |
|
|
2016
Q3 | $5K | Hold |
100
| – | – | ﹤0.01% | 654 |
|
|
2016
Q2 | $5K | Hold |
100
| – | – | ﹤0.01% | 612 |
|
|
2016
Q1 | $6K | Hold |
100
| – | – | ﹤0.01% | 663 |
|
|
2015
Q4 | $7K | Hold |
100
| – | – | ﹤0.01% | 657 |
|
|
2015
Q3 | $6K | Sell |
100
-37
| -27% | -$2.22K | ﹤0.01% | 922 |
|
|
2015
Q2 | $9K | Buy |
137
+37
| +37% | +$2.43K | ﹤0.01% | 915 |
|
|
2015
Q1 | $6K | Buy |
+100
| New | +$6K | ﹤0.01% | 981 |
|
|
2014
Q2 | – | Sell |
-100
| Closed | -$5K | – | 867 |
|
|
2014
Q1 | $5K | Hold |
100
| – | – | ﹤0.01% | 676 |
|
|
2013
Q4 | $5K | Hold |
100
| – | – | ﹤0.01% | 685 |
|
|
2013
Q3 | $3K | Hold |
100
| – | – | ﹤0.01% | 676 |
|
|
2013
Q2 | $3K | Buy |
+100
| New | +$3K | ﹤0.01% | 715 |
|