River Wealth Advisors’s Valero Energy VLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-2,545
| Closed | -$238K | – | 171 |
|
|
2019
Q4 | $238K | Buy |
+2,545
| New | +$238K | 0.08% | 152 |
|
|
2019
Q1 | – | Sell |
-1,389
| Closed | -$104K | – | 487 |
|
|
2018
Q4 | $104K | Sell |
1,389
-929
| -40% | -$69.6K | 0.05% | 185 |
|
|
2018
Q3 | $264K | Sell |
2,318
-725
| -24% | -$82.6K | 0.1% | 148 |
|
|
2018
Q2 | $337K | Hold |
3,043
| – | – | 0.13% | 134 |
|
|
2018
Q1 | $282K | Buy |
3,043
+125
| +4% | +$11.6K | 0.12% | 141 |
|
|
2017
Q4 | $268K | Sell |
2,918
-270
| -8% | -$24.8K | 0.11% | 144 |
|
|
2017
Q3 | $245K | Sell |
3,188
-350
| -10% | -$26.9K | 0.11% | 144 |
|
|
2017
Q2 | $239K | Buy |
3,538
+470
| +15% | +$31.8K | 0.11% | 145 |
|
|
2017
Q1 | $203K | Sell |
3,068
-915
| -23% | -$60.5K | 0.1% | 151 |
|
|
2016
Q4 | $272K | Sell |
3,983
-1,500
| -27% | -$102K | 0.14% | 134 |
|
|
2016
Q3 | $291K | Sell |
5,483
-275
| -5% | -$14.6K | 0.16% | 130 |
|
|
2016
Q2 | $294K | Sell |
5,758
-210
| -4% | -$10.7K | 0.17% | 132 |
|
|
2016
Q1 | $383K | Buy |
5,968
+75
| +1% | +$4.81K | 0.23% | 117 |
|
|
2015
Q4 | $417K | Buy |
+5,893
| New | +$417K | 0.26% | 106 |
|