Shelton Wealth Management’s Valero Energy VLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,451
| Closed | -$227K | – | 129 |
|
|
2024
Q2 | $227K | Sell |
1,451
-64
| -4% | -$10K | 0.13% | 106 |
|
|
2024
Q1 | $259K | Sell |
1,515
-281
| -16% | -$48K | 0.16% | 112 |
|
|
2023
Q4 | $233K | Sell |
1,796
-491
| -21% | -$63.8K | 0.17% | 101 |
|
|
2023
Q3 | $324K | Buy |
2,287
+8
| +0.4% | +$1.13K | 0.26% | 42 |
|
|
2023
Q2 | $267K | Buy |
2,279
+79
| +4% | +$9.27K | 0.21% | 52 |
|
|
2023
Q1 | $307K | Buy |
2,200
+257
| +13% | +$35.9K | 0.25% | 47 |
|
|
2022
Q4 | $246K | Sell |
1,943
-27
| -1% | -$3.43K | 0.19% | 56 |
|
|
2022
Q3 | $210K | Sell |
1,970
-336
| -15% | -$35.8K | 0.19% | 57 |
|
|
2022
Q2 | $245K | Buy |
2,306
+94
| +4% | +$9.99K | 0.21% | 56 |
|
|
2022
Q1 | $225K | Buy |
+2,212
| New | +$225K | 0.18% | 64 |
|