Squar Milner Financial Services’s Valero Energy VLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-4,293
| Closed | -$253K | – | 188 |
|
|
2020
Q2 | $253K | Sell |
4,293
-206
| -5% | -$12.1K | 0.14% | 174 |
|
|
2020
Q1 | $204K | Buy |
4,499
+998
| +29% | +$45.3K | 0.12% | 161 |
|
|
2019
Q4 | $327K | Buy |
+3,501
| New | +$327K | 0.16% | 130 |
|
|
2019
Q3 | – | Sell |
-2,768
| Closed | -$237K | – | 702 |
|
|
2019
Q2 | $237K | Buy |
2,768
+1,080
| +64% | +$92.5K | 0.16% | 142 |
|
|
2019
Q1 | $143K | Sell |
1,688
-60
| -3% | -$5.08K | 0.11% | 209 |
|
|
2018
Q4 | $131K | Sell |
1,748
-20
| -1% | -$1.5K | 0.13% | 189 |
|
|
2018
Q3 | $201K | Sell |
1,768
-350
| -17% | -$39.8K | 0.18% | 154 |
|
|
2018
Q2 | $235K | Sell |
2,118
-160
| -7% | -$17.8K | 0.21% | 136 |
|
|
2018
Q1 | $211K | Hold |
2,278
| – | – | 0.27% | 146 |
|
|
2017
Q4 | $220K | Buy |
+2,278
| New | +$220K | 0.27% | 134 |
|