Wealthspire Advisors (Maryland)’s Valmont Industries VMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-4,049
| Closed | -$606K | – | 510 |
|
|
2019
Q4 | $606K | Sell |
4,049
-4,000
| -50% | -$599K | 0.04% | 241 |
|
|
2019
Q3 | $1.11M | Buy |
8,049
+38
| +0.5% | +$5.26K | 0.08% | 129 |
|
|
2019
Q2 | $1.02M | Sell |
8,011
-8
| -0.1% | -$1.02K | 0.08% | 136 |
|
|
2019
Q1 | $1.04M | Buy |
8,019
+19
| +0.2% | +$2.47K | 0.08% | 133 |
|
|
2018
Q4 | $888K | Buy |
8,000
+7,983
| +46,959% | +$886K | 0.08% | 132 |
|
|
2018
Q3 | $2K | Hold |
17
| – | – | ﹤0.01% | 2204 |
|
|
2018
Q2 | $3K | Sell |
17
-28
| -62% | -$4.94K | ﹤0.01% | 2061 |
|
|
2018
Q1 | $7K | Sell |
45
-45
| -50% | -$7K | ﹤0.01% | 1699 |
|
|
2017
Q4 | $15K | Sell |
90
-6
| -6% | -$1K | ﹤0.01% | 1437 |
|
|
2017
Q3 | $15K | Buy |
96
+5
| +5% | +$781 | ﹤0.01% | 1420 |
|
|
2017
Q2 | $14K | Buy |
91
+40
| +78% | +$6.15K | ﹤0.01% | 1407 |
|
|
2017
Q1 | $8K | Buy |
+51
| New | +$8K | ﹤0.01% | 1415 |
|
|
2016
Q2 | – | Sell |
-15
| Closed | -$2K | – | 1820 |
|
|
2016
Q1 | $2K | Buy |
+15
| New | +$2K | ﹤0.01% | 1565 |
|