TSWM
Triangle Securities Wealth Management’s Vulcan Materials VMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,091
| Closed | -$200K | – | 176 |
|
|
2022
Q1 | $200K | Sell |
1,091
-352
| -24% | -$64.5K | 0.07% | 173 |
|
|
2021
Q4 | $300K | Buy |
1,443
+42
| +3% | +$8.73K | 0.09% | 158 |
|
|
2021
Q3 | $237K | Sell |
1,401
-70
| -5% | -$11.8K | 0.08% | 165 |
|
|
2021
Q2 | $256K | Sell |
1,471
-20
| -1% | -$3.48K | 0.09% | 163 |
|
|
2021
Q1 | $252K | Hold |
1,491
| – | – | 0.09% | 161 |
|
|
2020
Q4 | $221K | Hold |
1,491
| – | – | 0.09% | 163 |
|
|
2020
Q3 | $202K | Sell |
1,491
-320
| -18% | -$43.4K | 0.09% | 159 |
|
|
2020
Q2 | $210K | Buy |
+1,811
| New | +$210K | 0.1% | 156 |
|