DWM
Dakota Wealth Management’s Martin Marietta Materials MLM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,780
| Closed | -$1.39M | – | 759 |
|
|
2023
Q4 | $1.39M | Buy |
2,780
+683
| +33% | +$341K | 0.05% | 264 |
|
|
2023
Q3 | $861K | Buy |
+2,097
| New | +$861K | 0.04% | 308 |
|
|
2022
Q1 | – | Sell |
-6,154
| Closed | -$2.71M | – | 466 |
|
|
2021
Q4 | $2.71M | Sell |
6,154
-1,494
| -20% | -$658K | 0.29% | 92 |
|
|
2021
Q3 | $2.61M | Buy |
7,648
+115
| +2% | +$39.3K | 0.3% | 91 |
|
|
2021
Q2 | $2.65M | Sell |
7,533
-19,926
| -73% | -$7.01M | 0.32% | 88 |
|
|
2021
Q1 | $9.22M | Buy |
27,459
+19,152
| +231% | +$6.43M | 1.21% | 16 |
|
|
2020
Q4 | $2.36M | Buy |
+8,307
| New | +$2.36M | 0.31% | 83 |
|
|
2020
Q2 | – | Sell |
-5,929
| Closed | -$1.12M | – | 276 |
|
|
2020
Q1 | $1.12M | Sell |
5,929
-4,013
| -40% | -$759K | 0.24% | 97 |
|
|
2019
Q4 | $2.78M | Buy |
9,942
+5,544
| +126% | +$1.55M | 0.45% | 69 |
|
|
2019
Q3 | $1.21M | Buy |
+4,398
| New | +$1.21M | 0.21% | 104 |
|