SSWM
Sheets Smith Wealth Management’s Vulcan Materials VMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-3,899
| Closed | -$557K | – | 329 |
|
|
2019
Q4 | $557K | Sell |
3,899
-132
| -3% | -$18.9K | 0.11% | 194 |
|
|
2019
Q3 | $610K | Buy |
4,031
+128
| +3% | +$19.4K | 0.13% | 169 |
|
|
2019
Q2 | $536K | Buy |
+3,903
| New | +$536K | 0.11% | 194 |
|
|
2016
Q3 | – | Sell |
-10,386
| Closed | -$1.25M | – | 283 |
|
|
2016
Q2 | $1.25M | Sell |
10,386
-228
| -2% | -$27.4K | 0.36% | 78 |
|
|
2016
Q1 | $1.12M | Buy |
+10,614
| New | +$1.12M | 0.34% | 76 |
|