Perigon Wealth Management’s Vulcan Materials VMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,517
| Closed | -$279K | – | 621 |
|
|
2022
Q1 | $279K | Sell |
1,517
-81
| -5% | -$14.9K | 0.02% | 483 |
|
|
2021
Q4 | $332K | Buy |
1,598
+89
| +6% | +$18.5K | 0.02% | 426 |
|
|
2021
Q3 | $255K | Sell |
1,509
-62
| -4% | -$10.5K | 0.02% | 447 |
|
|
2021
Q2 | $273K | Buy |
+1,571
| New | +$273K | 0.02% | 422 |
|
|
2021
Q1 | – | Sell |
-949
| Closed | -$141K | – | 1009 |
|
|
2020
Q4 | $141K | Buy |
+949
| New | +$141K | 0.02% | 472 |
|
|
2018
Q2 | – | Sell |
-100
| Closed | -$11K | – | 581 |
|
|
2018
Q1 | $11K | Hold |
100
| – | – | ﹤0.01% | 506 |
|
|
2017
Q4 | $13K | Hold |
100
| – | – | ﹤0.01% | 470 |
|
|
2017
Q3 | $12K | Hold |
100
| – | – | ﹤0.01% | 498 |
|
|
2017
Q2 | $13K | Hold |
100
| – | – | ﹤0.01% | 482 |
|
|
2017
Q1 | $12K | Hold |
100
| – | – | ﹤0.01% | 513 |
|
|
2016
Q4 | $12K | Buy |
+100
| New | +$12K | ﹤0.01% | 542 |
|