SWM
SFG Wealth Management’s Valero Energy VLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,143
| Closed | -$272K | – | 94 |
|
|
2022
Q4 | $272K | Hold |
2,143
| – | – | 0.34% | 54 |
|
|
2022
Q3 | $229K | Sell |
2,143
-499
| -19% | -$53.3K | 0.31% | 64 |
|
|
2022
Q2 | $281K | Sell |
2,642
-416
| -14% | -$44.2K | 0.33% | 60 |
|
|
2022
Q1 | $311K | Hold |
3,058
| – | – | 0.29% | 60 |
|
|
2021
Q4 | $230K | Buy |
+3,058
| New | +$230K | 0.2% | 89 |
|