WR Wealth Planners’s Martin Marietta Materials MLM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $15K | Buy |
29
+1
| +4% | +$517 | ﹤0.01% | 528 |
|
|
2024
Q3 | $15.1K | Hold |
28
| – | – | ﹤0.01% | 561 |
|
|
2024
Q2 | $15.2K | Buy |
28
+2
| +8% | +$1.08K | ﹤0.01% | 502 |
|
|
2024
Q1 | $16K | Buy |
+26
| New | +$16K | 0.01% | 497 |
|
|
2023
Q4 | – | Sell |
-24
| Closed | -$9.85K | – | 593 |
|
|
2023
Q3 | $9.85K | Hold |
24
| – | – | ﹤0.01% | 565 |
|
|
2023
Q2 | $11.1K | Buy |
24
+14
| +140% | +$6.46K | ﹤0.01% | 532 |
|
|
2023
Q1 | $3.55K | Buy |
+10
| New | +$3.55K | ﹤0.01% | 727 |
|