Beacon Financial Advisory’s Worthington Steel WS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $203K | Buy |
+6,797
| New | +$203K | 0.05% | 341 |
|
|
2025
Q1 | – | Sell |
-6,755
| Closed | -$215K | – | 339 |
|
|
2024
Q4 | $215K | Buy |
6,755
+5
| +0.1% | +$159 | 0.07% | 274 |
|
|
2024
Q3 | $230K | Hold |
6,750
| – | – | 0.08% | 266 |
|
|
2024
Q2 | $225K | Hold |
6,750
| – | – | 0.08% | 256 |
|
|
2024
Q1 | $242K | Buy |
+6,750
| New | +$242K | 0.12% | 213 |
|