High Net Worth Advisory Group’s Valmont Industries VMI Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-400
| Closed | -$132K | – | 563 |
|
2022
Q4 | $132K | Buy |
400
+50
| +14% | +$16.5K | 0.05% | 219 |
|
2022
Q3 | $94K | Buy |
350
+250
| +250% | +$67.1K | 0.04% | 247 |
|
2022
Q2 | $22K | Hold |
100
| – | – | 0.01% | 438 |
|
2022
Q1 | $24K | Hold |
100
| – | – | 0.01% | 432 |
|
2021
Q4 | $25K | Buy |
+100
| New | +$25K | 0.01% | 434 |
|