BSW Wealth Partners’s Steel Dynamics STLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,024
| Closed | -$231K | – | 327 |
|
|
2024
Q4 | $231K | Sell |
2,024
-489
| -19% | -$55.8K | 0.03% | 275 |
|
|
2024
Q3 | $317K | Buy |
+2,513
| New | +$317K | 0.05% | 214 |
|
|
2024
Q1 | – | Sell |
-2,114
| Closed | -$250K | – | 318 |
|
|
2023
Q4 | $250K | Buy |
+2,114
| New | +$250K | 0.05% | 229 |
|
|
2023
Q3 | – | Sell |
-2,343
| Closed | -$255K | – | 282 |
|
|
2023
Q2 | $255K | Buy |
2,343
+39
| +2% | +$4.25K | 0.05% | 209 |
|
|
2023
Q1 | $260K | Buy |
+2,304
| New | +$260K | 0.05% | 242 |
|
|
2022
Q3 | – | Sell |
-4,648
| Closed | -$307K | – | 297 |
|
|
2022
Q2 | $307K | Sell |
4,648
-425
| -8% | -$28.1K | 0.07% | 186 |
|
|
2022
Q1 | $423K | Buy |
5,073
+1,062
| +26% | +$88.6K | 0.11% | 148 |
|
|
2021
Q4 | $249K | Buy |
+4,011
| New | +$249K | 0.06% | 220 |
|