Merriman Wealth Management’s Valmont Industries VMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-30,025
| Closed | -$5.25M | – | 216 |
|
|
2020
Q4 | $5.25M | Buy |
+30,025
| New | +$5.25M | 0.56% | 42 |
|
|
2020
Q2 | – | Sell |
-30,025
| Closed | -$3.18M | – | 194 |
|
|
2020
Q1 | $3.18M | Buy |
30,025
+20,025
| +200% | +$2.12M | 0.69% | 25 |
|
|
2019
Q4 | $1.5M | Hold |
10,000
| – | – | 0.29% | 65 |
|
|
2019
Q3 | $1.38M | Hold |
10,000
| – | – | 0.28% | 68 |
|
|
2019
Q2 | $12.8K | Hold |
10,000
| – | – | 0.25% | 76 |
|
|
2019
Q1 | $1.3M | Hold |
10,000
| – | – | 0.25% | 80 |
|
|
2018
Q4 | $1.12M | Hold |
10,000
| – | – | 0.24% | 53 |
|
|
2018
Q3 | $1.39M | Hold |
10,000
| – | – | 0.3% | 59 |
|
|
2018
Q2 | $1.51M | Hold |
10,000
| – | – | 0.34% | 50 |
|
|
2018
Q1 | $1.46M | Hold |
10,000
| – | – | 0.39% | 59 |
|
|
2017
Q4 | $1.66M | Hold |
10,000
| – | – | 0.4% | 56 |
|
|
2017
Q3 | $1.58M | Hold |
10,000
| – | – | 0.38% | 61 |
|
|
2017
Q2 | $1.5M | Hold |
10,000
| – | – | 0.42% | 52 |
|
|
2017
Q1 | $1.56M | Hold |
10,000
| – | – | 0.38% | 59 |
|
|
2016
Q4 | $1.41M | Buy |
+10,000
| New | +$1.41M | 0.39% | 56 |
|