FVWA
Foster Victor Wealth Advisors’s Vulcan Materials VMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-44,859
| Closed | -$6.65M | – | 142 |
|
|
2020
Q4 | $6.65M | Buy |
44,859
+2,386
| +6% | +$354K | 1.52% | 20 |
|
|
2020
Q3 | $5.76M | Buy |
42,473
+5,485
| +15% | +$743K | 1.56% | 20 |
|
|
2020
Q2 | $4.29M | Buy |
36,988
+12,687
| +52% | +$1.47M | 1.42% | 28 |
|
|
2020
Q1 | $2.58M | Buy |
24,301
+8,379
| +53% | +$888K | 1.13% | 36 |
|
|
2019
Q4 | $2.25M | Buy |
15,922
+2,830
| +22% | +$400K | 0.97% | 36 |
|
|
2019
Q3 | $1.93M | Buy |
13,092
+5,480
| +72% | +$809K | 1.08% | 28 |
|
|
2019
Q2 | $1.05M | Buy |
7,612
+600
| +9% | +$82.8K | 0.77% | 25 |
|
|
2019
Q1 | $830K | Buy |
7,012
+2,225
| +46% | +$263K | 0.65% | 29 |
|
|
2018
Q4 | $473K | Buy |
+4,787
| New | +$473K | 0.45% | 40 |
|