WR Wealth Planners’s Valero Energy VLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $19K | Sell |
155
-148
| -49% | -$18.1K | 0.01% | 472 |
|
|
2024
Q3 | $40.9K | Buy |
303
+143
| +89% | +$19.3K | 0.01% | 362 |
|
|
2024
Q2 | $25.1K | Buy |
160
+48
| +43% | +$7.54K | 0.01% | 414 |
|
|
2024
Q1 | $19.1K | Buy |
+112
| New | +$19.1K | 0.01% | 460 |
|
|
2023
Q4 | – | Sell |
-52
| Closed | -$7.41K | – | 840 |
|
|
2023
Q3 | $7.41K | Hold |
52
| – | – | ﹤0.01% | 622 |
|
|
2023
Q2 | $6.13K | Buy |
52
+20
| +63% | +$2.36K | ﹤0.01% | 648 |
|
|
2023
Q1 | $4.47K | Buy |
+32
| New | +$4.47K | ﹤0.01% | 693 |
|