United Asset Strategies’s Valero Energy VLO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
Sell
-4,900
Closed -$557K 213
2018
Q3
$557K Buy
+4,900
New +$557K 0.13% 136
2014
Q3
Sell
-51,400
Closed -$2.58M 139
2014
Q2
$2.58M Buy
51,400
+12,154
+31% +$609K 1.24% 29
2014
Q1
$2.08M Buy
+39,246
New +$2.08M 1.18% 30