Westshore Wealth’s Valero Energy VLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,383
| Closed | -$253K | – | 103 |
|
|
2022
Q2 | $253K | Hold |
2,383
| – | – | 0.16% | 70 |
|
|
2022
Q1 | $242K | Buy |
+2,383
| New | +$242K | 0.16% | 82 |
|
|
2021
Q3 | – | Sell |
-2,924
| Closed | -$228K | – | 138 |
|
|
2021
Q2 | $228K | Buy |
2,924
+27
| +0.9% | +$2.11K | 0.12% | 126 |
|
|
2021
Q1 | $207K | Buy |
+2,897
| New | +$207K | 0.12% | 135 |
|