B. Riley Wealth Advisors’s Vulcan Materials VMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $337K | Sell |
1,310
-43
| -3% | -$11.1K | 0.01% | 829 |
|
|
2024
Q3 | $330K | Buy |
1,353
+86
| +7% | +$21K | 0.01% | 906 |
|
|
2024
Q2 | $315K | Buy |
1,267
+232
| +22% | +$57.7K | 0.01% | 1011 |
|
|
2024
Q1 | $209K | Buy |
+1,035
| New | +$209K | 0.01% | 1252 |
|
|
2023
Q4 | – | Sell |
-1,035
| Closed | -$209K | – | 1510 |
|
|
2023
Q3 | $209K | Buy |
1,035
+64
| +7% | +$12.9K | 0.01% | 1252 |
|
|
2023
Q2 | $219K | Buy |
+971
| New | +$219K | ﹤0.01% | 1303 |
|
|
2022
Q2 | – | Sell |
-3,615
| Closed | -$664K | – | 1395 |
|
|
2022
Q1 | $664K | Buy |
3,615
+1,130
| +45% | +$208K | 0.02% | 612 |
|
|
2021
Q4 | $516K | Buy |
2,485
+284
| +13% | +$59K | 0.01% | 790 |
|
|
2021
Q3 | $372K | Sell |
2,201
-197
| -8% | -$33.3K | 0.01% | 929 |
|
|
2021
Q2 | $417K | Sell |
2,398
-458
| -16% | -$79.6K | 0.01% | 859 |
|
|
2021
Q1 | $482K | Buy |
+2,856
| New | +$482K | 0.02% | 746 |
|
|
2018
Q4 | – | Sell |
-3,433
| Closed | -$382K | – | 739 |
|
|
2018
Q3 | $382K | Sell |
3,433
-52
| -1% | -$5.79K | 0.05% | 418 |
|
|
2018
Q2 | $451K | Buy |
3,485
+15
| +0.4% | +$1.94K | 0.06% | 351 |
|
|
2018
Q1 | $397K | Sell |
3,470
-2
| -0.1% | -$229 | 0.06% | 371 |
|
|
2017
Q4 | $446K | Sell |
3,472
-38
| -1% | -$4.88K | 0.06% | 344 |
|
|
2017
Q3 | $421K | Sell |
3,510
-259
| -7% | -$31.1K | 0.07% | 295 |
|
|
2017
Q2 | $478K | Sell |
3,769
-57
| -1% | -$7.23K | 0.09% | 261 |
|
|
2017
Q1 | $462K | Sell |
3,826
-260
| -6% | -$31.4K | 0.09% | 244 |
|
|
2016
Q4 | $512K | Sell |
4,086
-21
| -0.5% | -$2.63K | 0.1% | 225 |
|
|
2016
Q3 | $468K | Sell |
4,107
-53
| -1% | -$6.04K | 0.09% | 281 |
|
|
2016
Q2 | $501K | Buy |
4,160
+1
| +0% | +$120 | 0.1% | 249 |
|
|
2016
Q1 | $439K | Sell |
4,159
-102
| -2% | -$10.8K | 0.1% | 249 |
|
|
2015
Q4 | $405K | Buy |
4,261
+139
| +3% | +$13.2K | 0.08% | 289 |
|
|
2015
Q3 | $368K | Buy |
+4,122
| New | +$368K | 0.09% | 298 |
|