BWP
Baldwin Wealth Partners’s Valmont Industries VMI Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q3 | – | Sell |
-50
| Closed | -$7K | – | 567 |
|
2016
Q2 | $7K | Hold |
50
| – | – | ﹤0.01% | 414 |
|
2016
Q1 | $6K | Buy |
+50
| New | +$6K | ﹤0.01% | 434 |
|
2013
Q3 | – | Sell |
-9,668
| Closed | -$1.38M | – | 247 |
|
2013
Q2 | $1.38M | Buy |
+9,668
| New | +$1.38M | 0.27% | 90 |
|