Worth Asset Management’s Valero Energy VLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-100
| Closed | -$11.7K | – | 420 |
|
|
2023
Q2 | $11.7K | Sell |
100
-9
| -8% | -$1.06K | 0.01% | 288 |
|
|
2023
Q1 | $15.2K | Hold |
109
| – | – | 0.01% | 286 |
|
|
2022
Q4 | $13.8K | Hold |
109
| – | – | 0.01% | 279 |
|
|
2022
Q3 | $12K | Hold |
109
| – | – | 0.01% | 263 |
|
|
2022
Q2 | $12K | Hold |
109
| – | – | 0.01% | 337 |
|
|
2022
Q1 | $13K | Buy |
+109
| New | +$13K | 0.01% | 338 |
|