Sowell Financial Services’s Valmont Industries VMI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-372
| Closed | -$95K | – | 2674 |
|
2021
Q1 | $95K | Sell |
372
-68
| -15% | -$17.4K | ﹤0.01% | 1391 |
|
2020
Q4 | $77K | Hold |
440
| – | – | ﹤0.01% | 1256 |
|
2020
Q3 | $55K | Sell |
440
-694
| -61% | -$86.8K | ﹤0.01% | 1180 |
|
2020
Q2 | $129K | Sell |
1,134
-685
| -38% | -$77.9K | 0.01% | 888 |
|
2020
Q1 | $193K | Sell |
1,819
-310
| -15% | -$32.9K | 0.01% | 659 |
|
2019
Q4 | $319K | Buy |
2,129
+1,267
| +147% | +$190K | 0.02% | 577 |
|
2019
Q3 | $119K | Buy |
+862
| New | +$119K | 0.01% | 782 |
|