Chartwell Investment Partners’s Valmont Industries VMI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-2,951
| Closed | -$709K | – | 445 |
|
2023
Q3 | $709K | Hold |
2,951
| – | – | 0.03% | 372 |
|
2023
Q2 | $859K | Sell |
2,951
-4,613
| -61% | -$1.34M | 0.03% | 364 |
|
2023
Q1 | $2.42M | Buy |
7,564
+251
| +3% | +$80.1K | 0.09% | 255 |
|
2022
Q4 | $2.42M | Buy |
7,313
+414
| +6% | +$137K | 0.1% | 249 |
|
2022
Q3 | $1.85M | Buy |
6,899
+241
| +4% | +$64.8K | 0.08% | 274 |
|
2022
Q2 | $1.5M | Buy |
6,658
+165
| +3% | +$37.1K | 0.06% | 312 |
|
2022
Q1 | $1.55M | Buy |
6,493
+271
| +4% | +$64.7K | 0.05% | 340 |
|
2021
Q4 | $1.56M | Sell |
6,222
-112
| -2% | -$28.1K | 0.05% | 343 |
|
2021
Q3 | $1.49M | Hold |
6,334
| – | – | 0.05% | 336 |
|
2021
Q2 | $1.5M | Buy |
+6,334
| New | +$1.5M | 0.04% | 332 |
|