Fiduciary Alliance’s United States Lime & Minerals USLM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,125
| Closed | -$282K | – | 403 |
|
|
2024
Q4 | $282K | Hold |
2,125
| – | – | 0.03% | 295 |
|
|
2024
Q3 | $208K | Buy |
+2,125
| New | +$208K | 0.03% | 243 |
|
|
2023
Q3 | – | Sell |
-2,125
| Closed | -$88.8K | – | 906 |
|
|
2023
Q2 | $88.8K | Buy |
+2,125
| New | +$88.8K | 0.02% | 230 |
|
|
2023
Q1 | – | Sell |
-2,125
| Closed | -$59.8K | – | 834 |
|
|
2022
Q4 | $59.8K | Buy |
+2,125
| New | +$59.8K | 0.02% | 209 |
|