CWA
CM Wealth Advisors’s Vulcan Materials VMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,956
| Closed | -$525K | – | 178 |
|
|
2024
Q1 | $525K | Buy |
+1,956
| New | +$525K | 0.15% | 75 |
|
|
2023
Q3 | – | Sell |
-2,392
| Closed | -$527K | – | 172 |
|
|
2023
Q2 | $527K | Sell |
2,392
-20,519
| -90% | -$4.52M | 0.17% | 64 |
|
|
2023
Q1 | $3.82M | Buy |
+22,911
| New | +$3.82M | 0.74% | 15 |
|