JWM
Jacobus Wealth Management’s Vulcan Materials VMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-1,300
| Closed | -$148K | – | 222 |
|
|
2016
Q3 | $148K | Hold |
1,300
| – | – | 0.04% | 190 |
|
|
2016
Q2 | $156K | Sell |
1,300
-100
| -7% | -$12K | 0.05% | 180 |
|
|
2016
Q1 | $148K | Hold |
1,400
| – | – | 0.04% | 230 |
|
|
2015
Q4 | $133K | Hold |
1,400
| – | – | 0.04% | 246 |
|
|
2015
Q3 | $125K | Sell |
1,400
-600
| -30% | -$53.6K | 0.04% | 257 |
|
|
2015
Q2 | $168K | Sell |
2,000
-500
| -20% | -$42K | 0.04% | 235 |
|
|
2015
Q1 | $211K | Hold |
2,500
| – | – | 0.05% | 205 |
|
|
2014
Q4 | $164K | Hold |
2,500
| – | – | 0.04% | 225 |
|
|
2014
Q3 | $151K | Buy |
+2,500
| New | +$151K | 0.04% | 240 |
|