AWM
Avior Wealth Management’s Steel Dynamics STLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-32
| Closed | -$3.65K | – | 2130 |
|
|
2024
Q4 | $3.65K | Sell |
32
-5
| -14% | -$570 | ﹤0.01% | 1972 |
|
|
2024
Q3 | $4.66K | Sell |
37
-39
| -51% | -$4.92K | ﹤0.01% | 1800 |
|
|
2024
Q2 | $9.84K | Sell |
76
-145
| -66% | -$18.8K | ﹤0.01% | 1521 |
|
|
2024
Q1 | $32.8K | Buy |
+221
| New | +$32.8K | ﹤0.01% | 1395 |
|
|
2023
Q3 | – | Sell |
-4
| Closed | -$435 | – | 1680 |
|
|
2023
Q2 | $435 | Hold |
4
| – | – | ﹤0.01% | 1473 |
|
|
2023
Q1 | $452 | Buy |
+4
| New | +$452 | ﹤0.01% | 1527 |
|
|
2019
Q4 | – | Sell |
-24
| Closed | – | – | 862 |
|
|
2019
Q3 | $0 | Buy |
+24
| New | – | ﹤0.01% | 867 |
|
|
2019
Q1 | – | Sell |
-4,022
| Closed | -$120K | – | 715 |
|
|
2018
Q4 | $120K | Buy |
4,022
+14
| +0.3% | +$418 | 0.03% | 410 |
|
|
2018
Q3 | $181K | Sell |
4,008
-434
| -10% | -$19.6K | 0.04% | 368 |
|
|
2018
Q2 | $204K | Sell |
4,442
-492
| -10% | -$22.6K | 0.05% | 323 |
|
|
2018
Q1 | $218K | Sell |
4,934
-335
| -6% | -$14.8K | 0.05% | 291 |
|
|
2017
Q4 | $227K | Buy |
+5,269
| New | +$227K | 0.05% | 296 |
|
|
2015
Q4 | – | Sell |
-50
| Closed | -$1K | – | 473 |
|
|
2015
Q3 | $1K | Hold |
50
| – | – | ﹤0.01% | 387 |
|
|
2015
Q2 | $1K | Hold |
50
| – | – | ﹤0.01% | 373 |
|
|
2015
Q1 | $1K | Hold |
50
| – | – | ﹤0.01% | 340 |
|
|
2014
Q4 | $1K | Hold |
50
| – | – | ﹤0.01% | 320 |
|
|
2014
Q3 | $1K | Hold |
50
| – | – | ﹤0.01% | 323 |
|
|
2014
Q2 | $1K | Hold |
50
| – | – | ﹤0.01% | 318 |
|
|
2014
Q1 | $1K | Buy |
+50
| New | +$1K | ﹤0.01% | 328 |
|