SVWAG
Sound View Wealth Advisors Group’s United States Lime & Minerals USLM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $444K | Hold |
4,450
| – | – | 0.03% | 286 |
|
|
2025
Q1 | $393K | Sell |
4,450
-1,075
| -19% | -$95K | 0.03% | 288 |
|
|
2024
Q4 | $733K | Buy |
5,525
+200
| +4% | +$26.5K | 0.06% | 218 |
|
|
2024
Q3 | $520K | Buy |
5,325
+4,000
| +302% | +$391K | 0.04% | 250 |
|
|
2024
Q2 | $483K | Sell |
1,325
-200
| -13% | -$72.8K | 0.05% | 240 |
|
|
2024
Q1 | $455K | Hold |
1,525
| – | – | 0.05% | 249 |
|
|
2023
Q4 | $351K | Hold |
1,525
| – | – | 0.04% | 284 |
|
|
2023
Q3 | $307K | Sell |
1,525
-25
| -2% | -$5.03K | 0.04% | 282 |
|
|
2023
Q2 | $324K | Buy |
+1,550
| New | +$324K | 0.04% | 277 |
|
|
2023
Q1 | – | Sell |
-1,525
| Closed | -$351K | – | 408 |
|
|
2022
Q4 | $351K | Buy |
+1,525
| New | +$351K | 0.04% | 284 |
|