Triasima Portfolio 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
Q4 | – | Sell |
-10,600
| Closed | -$1.5M | – | 151 |
|
|
2023
Q3 | $1.5M | Buy |
10,600
+1,210
| +13% | +$171K | 0.14% | 86 |
|
|
2023
Q2 | $1.46M | Sell |
9,390
-2,315
| -20% | -$360K | 0.09% | 91 |
|
|
2023
Q1 | $1.63M | Buy |
11,705
+9,475
| +425% | +$1.32M | 0.14% | 88 |
|
|
2022
Q4 | $283K | Buy |
+2,230
| New | +$283K | 0.02% | 116 |
|
|
2021
Q3 | – | Sell |
-31,565
| Closed | -$2.47M | – | 179 |
|
|
2021
Q2 | $2.47M | Buy |
31,565
+16,635
| +111% | +$1.3M | 0.12% | 85 |
|
|
2021
Q1 | $1.07M | Buy |
+14,930
| New | +$1.07M | 0.05% | 125 |
|