SFPG
Stonebridge Financial Planning Group’s Valero Energy VLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-27
| Closed | -$1K | – | 405 |
|
|
2020
Q3 | $1K | Sell |
27
-1,520
| -98% | -$56.3K | ﹤0.01% | 375 |
|
|
2020
Q2 | $87K | Hold |
1,547
| – | – | 0.07% | 143 |
|
|
2020
Q1 | $80K | Buy |
1,547
+25
| +2% | +$1.29K | 0.08% | 136 |
|
|
2019
Q4 | $143K | Buy |
+1,522
| New | +$143K | 0.13% | 110 |
|