Mitchell & Pahl Private Wealth’s Vulcan Materials VMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-4,991
| Closed | -$874K | – | 155 |
|
|
2022
Q4 | $874K | Sell |
4,991
-333
| -6% | -$58.3K | 0.57% | 64 |
|
|
2022
Q3 | $840K | Sell |
5,324
-364
| -6% | -$57.4K | 0.62% | 56 |
|
|
2022
Q2 | $808K | Sell |
5,688
-321
| -5% | -$45.6K | 0.56% | 65 |
|
|
2022
Q1 | $1.1M | Sell |
6,009
-300
| -5% | -$55.1K | 0.7% | 46 |
|
|
2021
Q4 | $1.31M | Sell |
6,309
-81
| -1% | -$16.8K | 0.84% | 38 |
|
|
2021
Q3 | $1.08M | Sell |
6,390
-43
| -0.7% | -$7.27K | 0.78% | 43 |
|
|
2021
Q2 | $1.12M | Sell |
6,433
-82
| -1% | -$14.3K | 0.8% | 43 |
|
|
2021
Q1 | $1.1M | Sell |
6,515
-84
| -1% | -$14.2K | 0.85% | 41 |
|
|
2020
Q4 | $979K | Buy |
+6,599
| New | +$979K | 0.82% | 43 |
|