Sweet Financial Partners’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 | $947K | Buy |
7,011
+1,005
| +17% | +$136K | 0.21% | 83 |
|
|
2024
Q2 | $941K | Buy |
6,006
+5
| +0.1% | +$784 | 0.22% | 79 |
|
|
2024
Q1 | $1.02M | Buy |
6,001
+1
| +0% | +$171 | 0.24% | 81 |
|
|
2023
Q4 | $780K | Buy |
6,000
+1
| +0% | +$130 | 0.19% | 87 |
|
|
2023
Q3 | $850K | Buy |
5,999
+1
| +0% | +$142 | 0.23% | 75 |
|
|
2023
Q2 | $704K | Buy |
5,998
+759
| +14% | +$89K | 0.18% | 79 |
|
|
2023
Q1 | $731K | Hold |
5,239
| – | – | 0.2% | 79 |
|
|
2022
Q4 | $665K | Buy |
5,239
+25
| +0.5% | +$3.17K | 0.2% | 80 |
|
|
2022
Q3 | $557K | Sell |
5,214
-999
| -16% | -$107K | 0.18% | 80 |
|
|
2022
Q2 | $660K | Sell |
6,213
-435
| -7% | -$46.2K | 0.21% | 71 |
|
|
2022
Q1 | $675K | Buy |
6,648
+1,006
| +18% | +$102K | 0.18% | 71 |
|
|
2021
Q4 | $424K | Buy |
+5,642
| New | +$424K | 0.18% | 83 |
|