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Engrave Wealth Partners’s Vulcan Materials VMC Stock Holding History

Engrave Wealth Partners’s Portfolio VMC Stock Details VMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-77
Closed -$8K – 410
2020
Q2 		$8K Buy
77
+3
+4% +$329 0.01% 276
2020
Q1 		$7K Sell
74
-115
-61% -$14.7K 0.01% 240
2019
Q4 		$27K Buy
+189
New +$27.1K 0.03% 184

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Principal Financial Group
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ECU
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Engrave Wealth Partners's VMC Position: Q3 2020 in Review

Engrave Wealth Partners sold out of Vulcan Materials (VMC) in Q3 2020, closing a stake of 77 shares — an estimated $8K sold.

Engrave Wealth Partners first reported a position in VMC in Q4 2019 and held it in 3 quarters. The position peaked at $27K in Q4 2019. 618 funds tracked by Wall St. Rank hold VMC as of Q3 2020.

  • Engrave Wealth Partners reported no remaining Vulcan Materials position as of Q3 2020 after selling out during the quarter.
  • Engrave Wealth Partners sold 77 Vulcan Materials shares in Q3 2020, an estimated $8K.
  • Engrave Wealth Partners first reported a position in Vulcan Materials in Q4 2019 and held it in 3 quarters.
  • Engrave Wealth Partners's Vulcan Materials position peaked at $27K in Q4 2019.
  • 618 funds tracked by Wall St. Rank held Vulcan Materials as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.