TWA
TCI Wealth Advisors’s Vulcan Materials VMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-26
| Closed | -$4.46K | – | 2174 |
|
|
2023
Q1 | $4.46K | Hold |
26
| – | – | ﹤0.01% | 1605 |
|
|
2022
Q4 | $4.55K | Hold |
26
| – | – | ﹤0.01% | 1590 |
|
|
2022
Q3 | $4K | Buy |
26
+3
| +13% | +$462 | ﹤0.01% | 1693 |
|
|
2022
Q2 | $3K | Sell |
23
-99
| -81% | -$12.9K | ﹤0.01% | 1913 |
|
|
2022
Q1 | $23K | Buy |
122
+20
| +20% | +$3.77K | ﹤0.01% | 641 |
|
|
2021
Q4 | $21K | Buy |
102
+5
| +5% | +$1.03K | ﹤0.01% | 697 |
|
|
2021
Q3 | $16K | Buy |
97
+53
| +120% | +$8.74K | ﹤0.01% | 784 |
|
|
2021
Q2 | $8K | Sell |
44
-2
| -4% | -$364 | ﹤0.01% | 1133 |
|
|
2021
Q1 | $8K | Buy |
46
+26
| +130% | +$4.52K | ﹤0.01% | 994 |
|
|
2020
Q4 | $3K | Hold |
20
| – | – | ﹤0.01% | 1122 |
|
|
2020
Q3 | $3K | Hold |
20
| – | – | ﹤0.01% | 1007 |
|
|
2020
Q2 | $2K | Buy |
20
+12
| +150% | +$1.2K | ﹤0.01% | 1132 |
|
|
2020
Q1 | $1K | Sell |
8
-2
| -20% | -$250 | ﹤0.01% | 1356 |
|
|
2019
Q4 | $1K | Buy |
10
+5
| +100% | +$500 | ﹤0.01% | 1449 |
|
|
2019
Q3 | $1K | Hold |
5
| – | – | ﹤0.01% | 1397 |
|
|
2019
Q2 | $1K | Hold |
5
| – | – | ﹤0.01% | 1316 |
|
|
2019
Q1 | $1K | Hold |
5
| – | – | ﹤0.01% | 1315 |
|
|
2018
Q4 | $0 | Buy |
5
+2
| +67% | – | ﹤0.01% | 1655 |
|
|
2018
Q3 | $0 | Buy |
+3
| New | – | ﹤0.01% | 1579 |
|
|
2017
Q1 | – | Sell |
-9
| Closed | -$1K | – | 1386 |
|
|
2016
Q4 | $1K | Hold |
9
| – | – | ﹤0.01% | 1247 |
|
|
2016
Q3 | $1K | Sell |
9
-34
| -79% | -$3.78K | ﹤0.01% | 1236 |
|
|
2016
Q2 | $5K | Buy |
+43
| New | +$5K | ﹤0.01% | 731 |
|
|
2016
Q1 | – | Sell |
-14
| Closed | -$1K | – | 1419 |
|
|
2015
Q4 | $1K | Hold |
14
| – | – | ﹤0.01% | 975 |
|
|
2015
Q3 | $1K | Buy |
+14
| New | +$1K | ﹤0.01% | 925 |
|