QWP
Quotient Wealth Partners’s Vulcan Materials VMC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $281K | Sell |
1,079
-168
| -13% | -$43.8K | 0.01% | 282 |
|
2025
Q1 | $291K | Sell |
1,247
-505
| -29% | -$118K | 0.01% | 261 |
|
2024
Q4 | $451K | Sell |
1,752
-760
| -30% | -$195K | 0.01% | 188 |
|
2024
Q3 | $629K | Sell |
2,512
-59
| -2% | -$14.8K | 0.02% | 152 |
|
2024
Q2 | $639K | Buy |
2,571
+1,337
| +108% | +$332K | 0.02% | 148 |
|
2024
Q1 | $337K | Buy |
+1,234
| New | +$337K | 0.01% | 215 |
|