AE Wealth Management’s Martin Marietta Materials MLM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-20,348
| Closed | -$6.09M | – | 1821 |
|
2022
Q2 | $6.09M | Buy |
20,348
+7,501
| +58% | +$2.24M | 0.05% | 378 |
|
2022
Q1 | $4.95M | Buy |
12,847
+3,729
| +41% | +$1.44M | 0.03% | 437 |
|
2021
Q4 | $4.02M | Buy |
+9,118
| New | +$4.02M | 0.03% | 479 |
|
2020
Q1 | – | Sell |
-841
| Closed | -$235K | – | 1213 |
|
2019
Q4 | $235K | Buy |
+841
| New | +$235K | 0.01% | 1004 |
|