Glassman Wealth Services’s Valmont Industries VMI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-7
| Closed | -$1.68K | – | 2082 |
|
2023
Q3 | $1.68K | Buy |
+7
| New | +$1.68K | ﹤0.01% | 1385 |
|
2018
Q1 | – | Hold |
0
| – | – | – | 935 |
|
2017
Q4 | – | Hold |
0
| – | – | – | 800 |
|
2017
Q3 | – | Hold |
0
| – | – | – | 628 |
|
2017
Q2 | – | Sell |
-62
| Closed | -$10K | – | 666 |
|
2017
Q1 | $10K | Hold |
62
| – | – | 0.01% | 356 |
|
2016
Q4 | $9K | Hold |
62
| – | – | 0.01% | 384 |
|
2016
Q3 | $8K | Hold |
62
| – | – | 0.01% | 325 |
|
2016
Q2 | $8K | Hold |
62
| – | – | 0.01% | 356 |
|
2016
Q1 | $8K | Buy |
62
+1
| +2% | +$129 | 0.01% | 341 |
|
2015
Q4 | $7K | Hold |
61
| – | – | 0.01% | 348 |
|
2015
Q3 | $6K | Hold |
61
| – | – | 0.01% | 348 |
|
2015
Q2 | $7K | Hold |
61
| – | – | 0.01% | 360 |
|
2015
Q1 | $7K | Hold |
61
| – | – | 0.01% | 363 |
|
2014
Q4 | $8K | Buy |
+61
| New | +$8K | 0.01% | 396 |
|