Resurgent 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-162
| Closed | -$21.1K | – | 465 |
|
|
2023
Q4 | $21.1K | Buy |
162
+2
| +1% | +$260 | 0.01% | 482 |
|
|
2023
Q3 | $22.7K | Sell |
160
-34
| -18% | -$4.82K | 0.02% | 457 |
|
|
2023
Q2 | $22.8K | Sell |
194
-7,283
| -97% | -$854K | 0.02% | 472 |
|
|
2023
Q1 | $1.04M | Buy |
7,477
+804
| +12% | +$112K | 0.69% | 35 |
|
|
2022
Q4 | $847K | Buy |
6,673
+245
| +4% | +$31.1K | 0.45% | 51 |
|
|
2022
Q3 | $687K | Sell |
6,428
-26
| -0.4% | -$2.78K | 0.46% | 56 |
|
|
2022
Q2 | $686K | Buy |
+6,454
| New | +$686K | 0.44% | 63 |
|