TRUE Private Wealth Advisors’s Valero Energy VLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-56
| Closed | -$3K | – | 684 |
|
|
2020
Q4 | $3K | Hold |
56
| – | – | ﹤0.01% | 648 |
|
|
2020
Q3 | $2K | Hold |
56
| – | – | ﹤0.01% | 638 |
|
|
2020
Q2 | $3K | Hold |
56
| – | – | ﹤0.01% | 607 |
|
|
2020
Q1 | $2K | Sell |
56
-74
| -57% | -$2.64K | ﹤0.01% | 618 |
|
|
2019
Q4 | $12K | Buy |
+130
| New | +$12K | ﹤0.01% | 576 |
|
|
2019
Q3 | – | Sell |
-208
| Closed | -$17K | – | 694 |
|
|
2019
Q2 | $17K | Buy |
+208
| New | +$17K | ﹤0.01% | 480 |
|
|
2018
Q4 | – | Sell |
-1,484
| Closed | -$169K | – | 883 |
|
|
2018
Q3 | $169K | Buy |
+1,484
| New | +$169K | 0.02% | 286 |
|