Meristem Family Wealth’s Valmont Industries VMI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q4 | – | Sell |
-4,000
| Closed | -$538K | – | 123 |
|
2016
Q3 | $538K | Hold |
4,000
| – | – | 0.23% | 58 |
|
2016
Q2 | $541K | Hold |
4,000
| – | – | 0.24% | 55 |
|
2016
Q1 | $495K | Hold |
4,000
| – | – | 0.22% | 59 |
|
2015
Q4 | $424K | Buy |
+4,000
| New | +$424K | 0.17% | 70 |
|
2015
Q3 | – | Sell |
-4,000
| Closed | -$475K | – | 101 |
|
2015
Q2 | $475K | Sell |
4,000
-1,200
| -23% | -$143K | 0.21% | 60 |
|
2015
Q1 | $639K | Hold |
5,200
| – | – | 0.27% | 56 |
|
2014
Q4 | $660K | Sell |
5,200
-800
| -13% | -$102K | 0.24% | 56 |
|
2014
Q3 | $810K | Hold |
6,000
| – | – | 0.35% | 41 |
|
2014
Q2 | $912K | Sell |
6,000
-2,000
| -25% | -$304K | 0.38% | 40 |
|
2014
Q1 | $1.19M | Hold |
8,000
| – | – | 0.52% | 33 |
|
2013
Q4 | $1.19M | Hold |
8,000
| – | – | 0.49% | 36 |
|
2013
Q3 | $1.11M | Sell |
8,000
-2,000
| -20% | -$278K | 0.51% | 35 |
|
2013
Q2 | $1.43M | Buy |
+10,000
| New | +$1.43M | 0.66% | 25 |
|