WESPAC Advisors SoCal’s Valero Energy VLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,300
| Closed | -$204K | – | 103 |
|
|
2024
Q2 | $204K | Buy |
+1,300
| New | +$204K | 0.05% | 87 |
|
|
2019
Q2 | – | Sell |
-1,000
| Closed | -$84K | – | 301 |
|
|
2019
Q1 | $84K | Sell |
1,000
-132
| -12% | -$11.1K | 0.05% | 105 |
|
|
2018
Q4 | $84K | Buy |
1,132
+800
| +241% | +$59.4K | 0.05% | 104 |
|
|
2018
Q3 | $37K | Buy |
+332
| New | +$37K | 0.02% | 145 |
|