BHWA
Beacon Harbor Wealth Advisors’s Nucor NUE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,200
| Closed | -$237K | – | 78 |
|
|
2024
Q1 | $237K | Hold |
1,200
| – | – | 0.06% | 66 |
|
|
2023
Q4 | $209K | Buy |
+1,200
| New | +$209K | 0.06% | 72 |
|
|
2023
Q3 | – | Sell |
-1,900
| Closed | -$312K | – | 78 |
|
|
2023
Q2 | $312K | Hold |
1,900
| – | – | 0.1% | 54 |
|
|
2023
Q1 | $293K | Hold |
1,900
| – | – | 0.1% | 59 |
|
|
2022
Q4 | $250K | Buy |
+1,900
| New | +$250K | 0.09% | 69 |
|
|
2022
Q2 | $4.08M | Buy |
39,115
+37,215
| +1,959% | +$3.89M | 1.44% | 37 |
|
|
2022
Q1 | $282K | Hold |
1,900
| – | – | 0.09% | 62 |
|
|
2021
Q4 | $217K | Buy |
+1,900
| New | +$217K | 0.07% | 71 |
|
|
2021
Q3 | – | Sell |
-2,400
| Closed | -$230K | – | 76 |
|
|
2021
Q2 | $230K | Buy |
+2,400
| New | +$230K | 0.08% | 66 |
|