North Fourth Asset Management’s Vulcan Materials VMC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	$3.47M	Buy	+17,200	New	+$3.47M	2.13%	8
2023 Q1	–	Sell	-87,259	Closed	-$15.3M	–	90
2022 Q4	$15.3M	Buy	+87,259	New	+$15.3M	3.84%	2
2019 Q2	–	Sell	-75,272	Closed	-$8.91M	–	65
2019 Q1	$8.91M	Buy	+75,272	New	+$8.91M	1.97%	10