Genovese Burford & Brothers Wealth & Retirement Plan Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-1,500
| Closed | -$25K | – | 440 |
|
|
2017
Q3 | $25K | Hold |
1,500
| – | – | 0.01% | 202 |
|
|
2017
Q2 | $23K | Hold |
1,500
| – | – | 0.01% | 206 |
|
|
2017
Q1 | $24K | Hold |
1,500
| – | – | 0.01% | 214 |
|
|
2016
Q4 | $23K | Hold |
1,500
| – | – | 0.01% | 235 |
|
|
2016
Q3 | $19K | Hold |
1,500
| – | – | 0.01% | 242 |
|
|
2016
Q2 | $17K | Hold |
1,500
| – | – | 0.01% | 231 |
|
|
2016
Q1 | $18K | Hold |
1,500
| – | – | 0.01% | 218 |
|
|
2015
Q4 | $16K | Buy |
+1,500
| New | +$16K | 0.01% | 222 |
|