Wills Financial Group’s Valmont Industries VMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-3,480
| Closed | -$413K | – | 83 |
|
|
2015
Q2 | $413K | Sell |
3,480
-298
| -8% | -$35.4K | 0.35% | 58 |
|
|
2015
Q1 | $464K | Sell |
3,778
-1,668
| -31% | -$205K | 0.38% | 55 |
|
|
2014
Q4 | $691K | Sell |
5,446
-1,046
| -16% | -$133K | 0.56% | 44 |
|
|
2014
Q3 | $875K | Sell |
6,492
-147
| -2% | -$19.8K | 0.74% | 38 |
|
|
2014
Q2 | $1.01M | Buy |
6,639
+693
| +12% | +$105K | 0.84% | 39 |
|
|
2014
Q1 | $885K | Buy |
5,946
+381
| +7% | +$56.7K | 0.84% | 41 |
|
|
2013
Q4 | $829K | Buy |
+5,565
| New | +$829K | 0.85% | 41 |
|