Bourgeon Capital Management’s Vulcan Materials VMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,000
| Closed | -$169K | – | 295 |
|
|
2021
Q1 | $169K | Hold |
1,000
| – | – | 0.04% | 120 |
|
|
2020
Q4 | $148K | Hold |
1,000
| – | – | 0.04% | 111 |
|
|
2020
Q3 | $136K | Hold |
1,000
| – | – | 0.04% | 100 |
|
|
2020
Q2 | $116K | Buy |
1,000
+250
| +33% | +$29K | 0.04% | 89 |
|
|
2020
Q1 | $81K | Buy |
+750
| New | +$81K | 0.04% | 88 |
|
|
2019
Q1 | – | Sell |
-2,500
| Closed | -$247K | – | 80 |
|
|
2018
Q4 | $247K | Buy |
+2,500
| New | +$247K | 0.16% | 54 |
|