Taylor Wealth Management Partners’s Valero Energy VLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-1,325
| Closed | -$122K | – | 154 |
|
|
2017
Q4 | $122K | Hold |
1,325
| – | – | 0.05% | 73 |
|
|
2017
Q3 | $102K | Hold |
1,325
| – | – | 0.05% | 80 |
|
|
2017
Q2 | $89K | Hold |
1,325
| – | – | 0.04% | 85 |
|
|
2017
Q1 | $88K | Hold |
1,325
| – | – | 0.04% | 87 |
|
|
2016
Q4 | $91K | Hold |
1,325
| – | – | 0.04% | 83 |
|
|
2016
Q3 | $70K | Sell |
1,325
-900
| -40% | -$47.5K | 0.03% | 84 |
|
|
2016
Q2 | $113K | Hold |
2,225
| – | – | 0.05% | 63 |
|
|
2016
Q1 | $143K | Buy |
2,225
+900
| +68% | +$57.8K | 0.07% | 49 |
|
|
2015
Q4 | $94K | Hold |
1,325
| – | – | 0.04% | 61 |
|
|
2015
Q3 | $80K | Sell |
1,325
-200
| -13% | -$12.1K | 0.04% | 62 |
|
|
2015
Q2 | $95K | Buy |
+1,525
| New | +$95K | 0.03% | 69 |
|