Winslow Evans & Crocker’s Valero Energy VLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $11K | Hold |
200
| – | – | ﹤0.01% | 938 |
|
|
2020
Q3 | $9K | Sell |
200
-115
| -37% | -$5.18K | ﹤0.01% | 784 |
|
|
2020
Q2 | $19K | Sell |
315
-1
| -0.3% | -$60 | 0.01% | 625 |
|
|
2020
Q1 | $16K | Sell |
316
-520
| -62% | -$26.3K | 0.01% | 624 |
|
|
2019
Q4 | $80K | Sell |
836
-130
| -13% | -$12.4K | 0.02% | 427 |
|
|
2019
Q3 | $84K | Sell |
966
-106
| -10% | -$9.22K | 0.02% | 423 |
|
|
2019
Q2 | $94K | Buy |
1,072
+2
| +0.2% | +$175 | 0.03% | 411 |
|
|
2019
Q1 | $94K | Sell |
1,070
-72
| -6% | -$6.33K | 0.03% | 395 |
|
|
2018
Q4 | $86K | Buy |
1,142
+150
| +15% | +$11.3K | 0.03% | 383 |
|
|
2018
Q3 | $116K | Buy |
992
+186
| +23% | +$21.8K | 0.04% | 352 |
|
|
2018
Q2 | $92K | Buy |
806
+100
| +14% | +$11.4K | 0.03% | 383 |
|
|
2018
Q1 | $65.4K | Hold |
706
| – | – | 0.02% | 433 |
|
|
2017
Q4 | $64.8K | Buy |
706
+250
| +55% | +$22.9K | 0.02% | 442 |
|
|
2017
Q3 | $35K | Sell |
456
-199
| -30% | -$15.3K | 0.01% | 555 |
|
|
2017
Q2 | $44.2K | Sell |
655
-1
| -0.2% | -$67 | 0.01% | 577 |
|
|
2017
Q1 | $43.4K | Hold |
656
| – | – | 0.01% | 565 |
|
|
2016
Q4 | $44.8K | Sell |
656
-342
| -34% | -$23.3K | 0.01% | 560 |
|
|
2016
Q3 | $52.8K | Hold |
998
| – | – | 0.02% | 525 |
|
|
2016
Q2 | $50.8K | Buy |
998
+222
| +29% | +$11.3K | 0.02% | 509 |
|
|
2016
Q1 | $49.8K | Buy |
776
+498
| +179% | +$31.9K | 0.02% | 504 |
|
|
2015
Q4 | $19.5K | Buy |
278
+42
| +18% | +$2.95K | 0.01% | 754 |
|
|
2015
Q3 | $14.1K | Hold |
236
| – | – | ﹤0.01% | 813 |
|
|
2015
Q2 | $14.7K | Sell |
236
-590
| -71% | -$36.8K | ﹤0.01% | 836 |
|
|
2015
Q1 | $52.6K | Hold |
826
| – | – | 0.01% | 539 |
|
|
2014
Q4 | $40.9K | Sell |
826
-350
| -30% | -$17.3K | 0.01% | 577 |
|
|
2014
Q3 | $54.4K | Hold |
1,176
| – | – | 0.02% | 538 |
|
|
2014
Q2 | $58.9K | Sell |
1,176
-200
| -15% | -$10K | 0.02% | 465 |
|
|
2014
Q1 | $73.1K | Sell |
1,376
-100
| -7% | -$5.31K | 0.03% | 431 |
|
|
2013
Q4 | $74K | Buy |
+1,476
| New | +$74K | 0.03% | 445 |
|