WLPWM
Walled Lake Planning & Wealth Management’s Vulcan Materials VMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-25
| Closed | -$4K | – | 347 |
|
|
2021
Q2 | $4K | Hold |
25
| – | – | ﹤0.01% | 281 |
|
|
2021
Q1 | $4K | Hold |
25
| – | – | ﹤0.01% | 273 |
|
|
2020
Q4 | $4K | Hold |
25
| – | – | ﹤0.01% | 262 |
|
|
2020
Q3 | $3K | Hold |
25
| – | – | ﹤0.01% | 284 |
|
|
2020
Q2 | $3K | Buy |
+25
| New | +$3K | ﹤0.01% | 272 |
|