WWM
Willingdon Wealth Management’s Valero Energy VLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-42
| Closed | -$4K | – | 380 |
|
|
2019
Q4 | $4K | Sell |
42
-37
| -47% | -$3.52K | ﹤0.01% | 295 |
|
|
2019
Q3 | $7K | Buy |
+79
| New | +$7K | ﹤0.01% | 261 |
|
|
2019
Q1 | – | Sell |
-16
| Closed | -$1K | – | 399 |
|
|
2018
Q4 | $1K | Sell |
16
-43
| -73% | -$2.69K | ﹤0.01% | 327 |
|
|
2018
Q3 | $7K | Buy |
+59
| New | +$7K | ﹤0.01% | 318 |
|
|
2018
Q1 | – | Sell |
-152
| Closed | -$14K | – | 393 |
|
|
2017
Q4 | $14K | Sell |
152
-1,149
| -88% | -$106K | ﹤0.01% | 221 |
|
|
2017
Q3 | $100K | Buy |
+1,301
| New | +$100K | 0.04% | 121 |
|
|
2016
Q4 | – | Sell |
-10,100
| Closed | -$535K | – | 123 |
|
|
2016
Q3 | $535K | Buy |
10,100
+850
| +9% | +$45K | 0.27% | 100 |
|
|
2016
Q2 | $471K | Buy |
+9,250
| New | +$471K | 0.24% | 99 |
|