LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Vulcan Materials VMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-8
| Closed | -$1K | – | 642 |
|
|
2022
Q2 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 623 |
|
|
2022
Q1 | – | Sell |
-1,403
| Closed | -$291K | – | 718 |
|
|
2021
Q4 | $291K | Hold |
1,403
| – | – | ﹤0.01% | 266 |
|
|
2021
Q3 | $237K | Sell |
1,403
-25
| -2% | -$4.22K | ﹤0.01% | 289 |
|
|
2021
Q2 | $249K | Buy |
+1,428
| New | +$249K | ﹤0.01% | 290 |
|
|
2020
Q2 | – | Sell |
-9
| Closed | – | – | 657 |
|
|
2020
Q1 | $0 | Buy |
+9
| New | – | ﹤0.01% | 713 |
|