Thompson Davis & Co’s Valero Energy VLO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-1,650
| Closed | -$209K | – | 119 |
|
2022
Q4 | $209K | Buy |
+1,650
| New | +$209K | 0.3% | 75 |
|
2017
Q3 | – | Sell |
-2,245
| Closed | -$151K | – | 1210 |
|
2017
Q2 | $151K | Buy |
2,245
+333
| +17% | +$22.4K | 0.24% | 92 |
|
2017
Q1 | $127K | Buy |
+1,912
| New | +$127K | 0.18% | 111 |
|
2014
Q2 | – | Sell |
-250
| Closed | -$13K | – | 867 |
|
2014
Q1 | $13K | Buy |
+250
| New | +$13K | 0.02% | 454 |
|