Rothschild Investment LLC’s Valmont Industries VMI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q3 | – | Sell |
-1,445
| Closed | -$216K | – | 436 |
|
2017
Q2 | $216K | Sell |
1,445
-50
| -3% | -$7.47K | 0.02% | 408 |
|
2017
Q1 | $232K | Sell |
1,495
-355
| -19% | -$55.1K | 0.03% | 396 |
|
2016
Q4 | $261K | Sell |
1,850
-260
| -12% | -$36.7K | 0.03% | 368 |
|
2016
Q3 | $284K | Buy |
2,110
+75
| +4% | +$10.1K | 0.03% | 360 |
|
2016
Q2 | $275K | Sell |
2,035
-35
| -2% | -$4.73K | 0.04% | 364 |
|
2016
Q1 | $256K | Hold |
2,070
| – | – | 0.03% | 370 |
|
2015
Q4 | $219K | Buy |
+2,070
| New | +$219K | 0.03% | 413 |
|
2015
Q3 | – | Sell |
-2,005
| Closed | -$238K | – | 514 |
|
2015
Q2 | $238K | Sell |
2,005
-115
| -5% | -$13.7K | 0.03% | 432 |
|
2015
Q1 | $261K | Buy |
2,120
+91
| +4% | +$11.2K | 0.03% | 405 |
|
2014
Q4 | $258K | Sell |
2,029
-10
| -0.5% | -$1.27K | 0.03% | 406 |
|
2014
Q3 | $275K | Buy |
2,039
+114
| +6% | +$15.4K | 0.03% | 393 |
|
2014
Q2 | $293K | Hold |
1,925
| – | – | 0.04% | 349 |
|
2014
Q1 | $287K | Buy |
+1,925
| New | +$287K | 0.04% | 344 |
|