Valley Wealth Managers’s Martin Marietta Materials MLM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-1,433
| Closed | -$319K | – | 126 |
|
|
2017
Q2 | $319K | Sell |
1,433
-1,957
| -58% | -$436K | 0.04% | 107 |
|
|
2017
Q1 | $740K | Sell |
3,390
-574
| -14% | -$125K | 0.1% | 94 |
|
|
2016
Q4 | $878K | Hold |
3,964
| – | – | 0.13% | 90 |
|
|
2016
Q3 | $710K | Hold |
3,964
| – | – | 0.1% | 94 |
|
|
2016
Q2 | $762K | Buy |
3,964
+1,982
| +100% | +$381K | 0.12% | 90 |
|
|
2016
Q1 | $316K | Buy |
+1,982
| New | +$316K | 0.05% | 93 |
|