SDAM
Shulman DeMeo Asset Management’s Valero Energy VLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,335
| Closed | -$399K | – | 135 |
|
|
2024
Q1 | $399K | Buy |
2,335
+1
| +0% | +$171 | 0.11% | 83 |
|
|
2023
Q4 | $303K | Sell |
2,334
-273
| -10% | -$35.5K | 0.09% | 102 |
|
|
2023
Q3 | $369K | Sell |
2,607
-25
| -0.9% | -$3.54K | 0.12% | 79 |
|
|
2023
Q2 | $309K | Buy |
2,632
+22
| +0.8% | +$2.58K | 0.09% | 95 |
|
|
2023
Q1 | $364K | Sell |
2,610
-37
| -1% | -$5.17K | 0.11% | 86 |
|
|
2022
Q4 | $336K | Buy |
2,647
+13
| +0.5% | +$1.65K | 0.11% | 88 |
|
|
2022
Q3 | $281K | Buy |
2,634
+22
| +0.8% | +$2.35K | 0.1% | 100 |
|
|
2022
Q2 | $278K | Sell |
2,612
-128
| -5% | -$13.6K | 0.09% | 104 |
|
|
2022
Q1 | $278K | Buy |
2,740
+28
| +1% | +$2.84K | 0.08% | 111 |
|
|
2021
Q4 | $204K | Buy |
+2,712
| New | +$204K | 0.05% | 141 |
|
|
2021
Q3 | – | Sell |
-2,645
| Closed | -$206K | – | 133 |
|
|
2021
Q2 | $206K | Sell |
2,645
-261
| -9% | -$20.3K | 0.08% | 61 |
|
|
2021
Q1 | $208K | Buy |
+2,906
| New | +$208K | 0.06% | 128 |
|