Gideon Capital Advisors’s Vulcan Materials VMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-3,964
| Closed | -$544K | – | 410 |
|
|
2019
Q2 | $544K | Buy |
+3,964
| New | +$544K | 0.19% | 167 |
|
|
2018
Q2 | – | Sell |
-2,893
| Closed | -$330K | – | 504 |
|
|
2018
Q1 | $330K | Buy |
+2,893
| New | +$330K | 0.2% | 203 |
|
|
2017
Q4 | – | Sell |
-2,574
| Closed | -$308K | – | 411 |
|
|
2017
Q3 | $308K | Buy |
+2,574
| New | +$308K | 0.3% | 133 |
|
|
2016
Q2 | – | Sell |
-2,172
| Closed | -$229K | – | 256 |
|
|
2016
Q1 | $229K | Buy |
+2,172
| New | +$229K | 0.29% | 112 |
|
|
2015
Q3 | – | Sell |
-11,405
| Closed | -$957K | – | 331 |
|
|
2015
Q2 | $957K | Buy |
11,405
+4,868
| +74% | +$408K | 0.4% | 94 |
|
|
2015
Q1 | $551K | Buy |
+6,537
| New | +$551K | 0.22% | 145 |
|
|
2014
Q4 | – | Sell |
-11,086
| Closed | -$668K | – | 313 |
|
|
2014
Q3 | $668K | Sell |
11,086
-2,363
| -18% | -$142K | 0.26% | 127 |
|
|
2014
Q2 | $857K | Buy |
13,449
+2,175
| +19% | +$139K | 0.31% | 103 |
|
|
2014
Q1 | $749K | Buy |
+11,274
| New | +$749K | 0.42% | 81 |
|