BSW Wealth Partners’s Steel Dynamics STLD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-2,024	Closed	-$231K	–	327
2024 Q4	$231K	Sell	2,024 -489	-19%	-$65K	0.03%	275
2024 Q3	$317K	Buy	+2,513	New	+$305K	0.05%	220
2024 Q1	–	Sell	-2,114	Closed	-$250K	–	318
2023 Q4	$250K	Buy	+2,114	New	+$236K	0.05%	229
2023 Q3	–	Sell	-2,343	Closed	-$255K	–	282
2023 Q2	$255K	Buy	2,343 +39	+2%	+$3.97K	0.05%	209
2023 Q1	$260K	Buy	+2,304	New	+$268K	0.05%	242
2022 Q3	–	Sell	-4,648	Closed	-$307K	–	297
2022 Q2	$307K	Sell	4,648 -425	-8%	-$34K	0.07%	186
2022 Q1	$423K	Buy	5,073 +1,062	+26%	+$71.6K	0.11%	148
2021 Q4	$249K	Buy	+4,011	New	+$251K	0.06%	220