TIA
Tiemann Investment Advisors’s Valero Energy VLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-2,845
| Closed | -$244K | – | 188 |
|
|
2019
Q2 | $244K | Hold |
2,845
| – | – | 0.18% | 154 |
|
|
2019
Q1 | $241K | Hold |
2,845
| – | – | 0.18% | 150 |
|
|
2018
Q4 | $213K | Hold |
2,845
| – | – | 0.19% | 148 |
|
|
2018
Q3 | $324K | Hold |
2,845
| – | – | 0.25% | 114 |
|
|
2018
Q2 | $315K | Sell |
2,845
-100
| -3% | -$11.1K | 0.25% | 113 |
|
|
2018
Q1 | $273K | Sell |
2,945
-190
| -6% | -$17.6K | 0.22% | 132 |
|
|
2017
Q4 | $288K | Sell |
3,135
-100
| -3% | -$9.19K | 0.23% | 125 |
|
|
2017
Q3 | $249K | Hold |
3,235
| – | – | 0.21% | 140 |
|
|
2017
Q2 | $218K | Hold |
3,235
| – | – | 0.2% | 147 |
|
|
2017
Q1 | $214K | Hold |
3,235
| – | – | 0.2% | 154 |
|
|
2016
Q4 | $221K | Sell |
3,235
-900
| -22% | -$61.5K | 0.22% | 135 |
|
|
2016
Q3 | $219K | Sell |
4,135
-75
| -2% | -$3.97K | 0.2% | 154 |
|
|
2016
Q2 | $215K | Sell |
4,210
-400
| -9% | -$20.4K | 0.2% | 147 |
|
|
2016
Q1 | $296K | Buy |
4,610
+140
| +3% | +$8.99K | 0.29% | 110 |
|
|
2015
Q4 | $316K | Sell |
4,470
-100
| -2% | -$7.07K | 0.32% | 101 |
|
|
2015
Q3 | $275K | Sell |
4,570
-25
| -0.5% | -$1.5K | 0.3% | 117 |
|
|
2015
Q2 | $288K | Hold |
4,595
| – | – | 0.3% | 113 |
|
|
2015
Q1 | $292K | Buy |
4,595
+430
| +10% | +$27.3K | 0.3% | 108 |
|
|
2014
Q4 | $206K | Buy |
+4,165
| New | +$206K | 0.22% | 137 |
|
|
2014
Q2 | – | Sell |
-3,965
| Closed | -$211K | – | 147 |
|
|
2014
Q1 | $211K | Buy |
+3,965
| New | +$211K | 0.24% | 138 |
|