Concord Wealth Partners’s Valmont Industries VMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-20
| Closed | -$4K | – | 1117 |
|
|
2022
Q2 | $4K | Sell |
20
-549
| -96% | -$110K | ﹤0.01% | 898 |
|
|
2022
Q1 | $136K | Sell |
569
-59
| -9% | -$14.1K | 0.04% | 248 |
|
|
2021
Q4 | $157K | Buy |
628
+490
| +355% | +$123K | 0.04% | 222 |
|
|
2021
Q3 | $32K | Sell |
138
-425
| -75% | -$98.6K | 0.01% | 299 |
|
|
2021
Q2 | $133K | Buy |
563
+168
| +43% | +$39.7K | 0.04% | 191 |
|
|
2021
Q1 | $94K | Buy |
+395
| New | +$94K | 0.03% | 228 |
|