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Private Wealth Partners’s Martin Marietta Materials MLM Stock Holding History

Private Wealth Partners’s Portfolio MLM Stock Details MLM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-2,325
Closed -$637K – 130
2019
Q3 		$637K Hold
2,325
– – 0.1% 78
2019
Q2 		$535K Sell
2,325
-300
-11% -$65K 0.08% 85
2019
Q1 		$528K Sell
2,625
-250
-9% -$46.7K 0.09% 83
2018
Q4 		$494K Sell
2,875
-475
-14% -$84.4K 0.1% 71
2018
Q3 		$610K Sell
3,350
-100
-3% -$20.6K 0.09% 81
2018
Q2 		$770K Sell
3,450
-400
-10% -$85.3K 0.13% 78
2018
Q1 		$798K Sell
3,850
-1,775
-32% -$385K 0.14% 80
2017
Q4 		$1.24M Buy
5,625
+1,300
+30% +$272K 0.23% 68
2017
Q3 		$892K Buy
+4,325
New +$914K 0.18% 77

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