Spartan Planning & 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $61.4K | Sell |
472
-1,152
| -71% | -$150K | 0.07% | 128 |
|
|
2023
Q3 | $230K | Buy |
+1,624
| New | +$230K | 0.27% | 55 |
|
|
2022
Q4 | $225K | Buy |
1,770
+863
| +95% | +$109K | 0.28% | 55 |
|
|
2022
Q3 | $97K | Sell |
907
-1,093
| -55% | -$117K | 0.13% | 37 |
|
|
2022
Q2 | $213K | Buy |
2,000
+1,900
| +1,900% | +$202K | 0.28% | 32 |
|
|
2022
Q1 | $10K | Buy |
+100
| New | +$10K | 0.01% | 113 |
|