TWM
Torch Wealth Management’s Valero Energy VLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $968K | Sell |
10,345
-60
| -0.6% | -$5.61K | 0.53% | 59 |
|
|
2019
Q3 | $887K | Buy |
+10,405
| New | +$887K | 0.53% | 58 |
|
|
2018
Q1 | – | Sell |
-11,130
| Closed | -$1.02M | – | 104 |
|
|
2017
Q4 | $1.02M | Buy |
+11,130
| New | +$1.02M | 0.63% | 58 |
|
|
2015
Q1 | – | Sell |
-45,479
| Closed | -$2.25M | – | 95 |
|
|
2014
Q4 | $2.25M | Buy |
45,479
+40,275
| +774% | +$1.99M | 1.73% | 20 |
|
|
2014
Q3 | $241K | Hold |
5,204
| – | – | 0.18% | 88 |
|
|
2014
Q2 | $261K | Sell |
5,204
-5,000
| -49% | -$251K | 0.18% | 85 |
|
|
2014
Q1 | $542K | Hold |
10,204
| – | – | 0.39% | 62 |
|
|
2013
Q4 | $514K | Buy |
+10,204
| New | +$514K | 0.39% | 62 |
|