Rockbridge Investment Management’s United States Lime & Minerals USLM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-20
| Closed | -$922 | – | 596 |
|
|
2023
Q4 | $922 | Buy |
+20
| New | +$922 | ﹤0.01% | 588 |
|
|
2022
Q3 | – | Sell |
-20
| Closed | -$423 | – | 560 |
|
|
2022
Q2 | $423 | Hold |
20
| – | – | ﹤0.01% | 601 |
|
|
2022
Q1 | $468 | Hold |
20
| – | – | ﹤0.01% | 765 |
|
|
2021
Q4 | $1K | Sell |
20
-25
| -56% | -$1.25K | ﹤0.01% | 777 |
|
|
2021
Q3 | $1K | Hold |
45
| – | – | ﹤0.01% | 724 |
|
|
2021
Q2 | $1K | Hold |
45
| – | – | ﹤0.01% | 716 |
|
|
2021
Q1 | $1K | Buy |
+45
| New | +$1K | ﹤0.01% | 697 |
|