Gideon Capital Advisors’s Martin Marietta Materials MLM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-1,476
| Closed | -$254K | – | 468 |
|
|
2018
Q4 | $254K | Sell |
1,476
-3,862
| -72% | -$665K | 0.1% | 299 |
|
|
2018
Q3 | $971K | Buy |
+5,338
| New | +$971K | 0.46% | 57 |
|
|
2016
Q4 | – | Sell |
-6,495
| Closed | -$1.16M | – | 446 |
|
|
2016
Q3 | $1.16M | Buy |
+6,495
| New | +$1.16M | 0.7% | 46 |
|
|
2016
Q1 | – | Sell |
-7,024
| Closed | -$959K | – | 203 |
|
|
2015
Q4 | $959K | Buy |
+7,024
| New | +$959K | 0.7% | 55 |
|
|
2015
Q2 | – | Sell |
-1,775
| Closed | -$248K | – | 294 |
|
|
2015
Q1 | $248K | Sell |
1,775
-7,863
| -82% | -$1.1M | 0.1% | 199 |
|
|
2014
Q4 | $1.06M | Buy |
+9,638
| New | +$1.06M | 0.5% | 71 |
|