TPWA
TRUE Private Wealth Advisors’s Martin Marietta Materials MLM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-1,210
| Closed | -$338K | – | 768 |
|
|
2019
Q4 | $338K | Hold |
1,210
| – | – | 0.05% | 163 |
|
|
2019
Q3 | $331K | Hold |
1,210
| – | – | 0.06% | 150 |
|
|
2019
Q2 | $278K | Hold |
1,210
| – | – | 0.05% | 163 |
|
|
2019
Q1 | $243K | Sell |
1,210
-31
| -2% | -$6.23K | 0.05% | 180 |
|
|
2018
Q4 | $213K | Sell |
1,241
-134
| -10% | -$23K | 0.04% | 217 |
|
|
2018
Q3 | $250K | Hold |
1,375
| – | – | 0.04% | 238 |
|
|
2018
Q2 | $307K | Hold |
1,375
| – | – | 0.05% | 204 |
|
|
2018
Q1 | $285K | Hold |
1,375
| – | – | 0.05% | 188 |
|
|
2017
Q4 | $303K | Hold |
1,375
| – | – | 0.05% | 181 |
|
|
2017
Q3 | $283K | Buy |
1,375
+180
| +15% | +$37K | 0.06% | 125 |
|
|
2017
Q2 | $265K | Hold |
1,195
| – | – | 0.06% | 127 |
|
|
2017
Q1 | $264K | Hold |
1,195
| – | – | 0.06% | 119 |
|
|
2016
Q4 | $275K | Hold |
1,195
| – | – | 0.07% | 117 |
|
|
2016
Q3 | $205K | Hold |
1,195
| – | – | 0.07% | 137 |
|
|
2016
Q2 | $229K | Buy |
+1,195
| New | +$229K | 0.08% | 125 |
|