Valley Wealth Managers’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 | – | Hold |
0
| – | – | – | 471 |
|
|
2022
Q4 | – | Sell |
-20
| Closed | -$2K | – | 495 |
|
|
2022
Q3 | $2K | Sell |
20
-162
| -89% | -$16.2K | ﹤0.01% | 382 |
|
|
2022
Q2 | $19K | Buy |
+182
| New | +$19K | ﹤0.01% | 299 |
|
|
2020
Q1 | – | Sell |
-28,217
| Closed | -$2.64M | – | 185 |
|
|
2019
Q4 | $2.64M | Sell |
28,217
-2,425
| -8% | -$227K | 0.26% | 75 |
|
|
2019
Q3 | $2.61M | Buy |
30,642
+1,021
| +3% | +$87K | 0.28% | 62 |
|
|
2019
Q2 | $2.54M | Buy |
29,621
+2,660
| +10% | +$228K | 0.27% | 64 |
|
|
2019
Q1 | $2.29M | Buy |
+26,961
| New | +$2.29M | 0.25% | 63 |
|