Total Clarity Wealth Management’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 |
-2,013
| Closed | -$255K | – | 246 |
|
|
2022
Q4 | $255K | Hold |
2,013
| – | – | 0.13% | 183 |
|
|
2022
Q3 | $215K | Hold |
2,013
| – | – | 0.13% | 202 |
|
|
2022
Q2 | $214K | Sell |
2,013
-100
| -5% | -$10.6K | 0.11% | 187 |
|
|
2022
Q1 | $215K | Buy |
2,113
+100
| +5% | +$10.2K | 0.12% | 207 |
|
|
2021
Q4 | $151K | Hold |
2,013
| – | – | 0.07% | 255 |
|
|
2021
Q3 | $142K | Buy |
+2,013
| New | +$142K | 0.07% | 258 |
|
|
2021
Q2 | – | Sell |
-2,113
| Closed | -$151K | – | 726 |
|
|
2021
Q1 | $151K | Buy |
+2,113
| New | +$151K | 0.09% | 197 |
|
|
2020
Q1 | – | Sell |
-2,163
| Closed | -$203K | – | 603 |
|
|
2019
Q4 | $203K | Buy |
+2,163
| New | +$203K | 0.15% | 120 |
|