SWS
SYSTM Wealth Solutions’s Vulcan Materials VMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,232
| Closed | -$306K | – | 617 |
|
|
2024
Q2 | $306K | Sell |
1,232
-71
| -5% | -$17.7K | 0.07% | 170 |
|
|
2024
Q1 | $356K | Sell |
1,303
-151
| -10% | -$41.2K | 0.04% | 322 |
|
|
2023
Q4 | $330K | Buy |
1,454
+455
| +46% | +$103K | 0.05% | 321 |
|
|
2023
Q3 | $202K | Sell |
999
-571
| -36% | -$115K | 0.03% | 439 |
|
|
2023
Q2 | $354K | Buy |
+1,570
| New | +$354K | 0.05% | 369 |
|
|
2023
Q1 | – | Sell |
-1,167
| Closed | -$204K | – | 531 |
|
|
2022
Q4 | $204K | Buy |
+1,167
| New | +$204K | 0.03% | 501 |
|