TFO Wealth 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
Q2 | – | Sell |
-6
| Closed | -$1.02K | – | 719 |
|
|
2024
Q1 | $1.02K | Hold |
6
| – | – | ﹤0.01% | 162 |
|
|
2023
Q4 | $780 | Sell |
6
-8
| -57% | -$1.04K | ﹤0.01% | 244 |
|
|
2023
Q3 | $1.64K | Buy |
14
+8
| +133% | +$938 | ﹤0.01% | 222 |
|
|
2023
Q2 | $704 | Hold |
6
| – | – | ﹤0.01% | 235 |
|
|
2023
Q1 | $838 | Buy |
6
+1
| +20% | +$140 | ﹤0.01% | 182 |
|
|
2022
Q4 | $119 | Buy |
+5
| New | +$119 | ﹤0.01% | 742 |
|
|
2022
Q3 | – | Sell |
-34
| Closed | -$4K | – | 486 |
|
|
2022
Q2 | $4K | Sell |
34
-801
| -96% | -$94.2K | ﹤0.01% | 242 |
|
|
2022
Q1 | $85K | Buy |
+835
| New | +$85K | 0.02% | 60 |
|