INSTITUTE FOR WEALTH MANAGEMENT, LLC. – Valero Energy Corporation Transaction History
INSTITUTE FOR WEALTH MANAGEMENT, LLC. portfolio value:
$484,000
portfolio value
INSTITUTE FOR WEALTH MANAGEMENT, LLC. quarter portfolio value change:
+0.54%
quarter
Valero Energy Corporation 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -60.97% | -7.07K shares | -749K | $106.85 | 4.52K |
| Q2 2022 | share | Decrease | -29.99% | -4.97K shares | -450K | $106.28 | 11.6K |
| Q1 2022 | share | Increase | +268.96% | 12.07K shares | 1.34M | $101.54 | 16.57K |
| Q4 2021 | share | Decrease | -0.55% | -25 shares | 18K | $74.28 | 4.49K |
| Q3 2021 | share | 0.00% | 0 shares | -34K | $69.64 | 4.51K | |
| Q2 2021 | share | Decrease | -1.33% | -61 shares | 25K | $75.89 | 4.51K |
| Q1 2021 | share | Decrease | -1.65% | -77 shares | 65K | $68.76 | 4.57K |
| Q4 2020 | share | Decrease | -25.81% | -1.61K shares | -9K | $53.52 | 4.65K |
| Q3 2020 | share | Decrease | -16.30% | -1.22K shares | -169K | $40.26 | 6.27K |
| Q2 2020 | share | Increase | +0.96% | 71 shares | 104K | $53.69 | 7.49K |
| Q1 2020 | share | Decrease | -2.51% | -191 shares | -376K | $40.73 | 7.42K |
| Q4 2019 | share | Increase | +0.81% | 61 shares | 69K | $83.12 | 7.61K |
| Q3 2019 | share | Decrease | -46.15% | -6.47K shares | -557K | $74.96 | 7.55K |
| Q2 2019 | share | Increase | +3.57% | 483 shares | 52K | $74.4 | 14.02K |
| Q1 2019 | share | Decrease | -1.26% | -173 shares | 121K | $72.93 | 13.54K |
| Q4 2018 | share | Decrease | -1.44% | -201 shares | -579K | $63.76 | 13.71K |
| Q3 2018 | share | Increase | +0.88% | 121 shares | 75K | $95.79 | 13.92K |
| Q2 2018 | share | Increase | +10.15% | 1.27K shares | 145K | $92.69 | 13.79K |
| Q1 2018 | share | Increase | 0.00% | 12.52K shares | 1.38M | $77.05 | 12.52K |
| Q4 2017 | share | Decrease | -100.00% | -15.40K shares | -1.18M | $75.65 | 0 |
| Q3 2017 | share | Increase | +0.04% | 6 shares | 147K | $62.79 | 15.40K |
| Q2 2017 | share | Increase | 0.00% | 15.39K shares | 1.03M | $55.02 | 15.39K |