CWM
Cadence Wealth Management’s Steel Dynamics STLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,952
| Closed | -$221K | – | 39 |
|
|
2023
Q1 | $221K | Buy |
+1,952
| New | +$221K | 0.22% | 30 |
|
|
2022
Q1 | – | Sell |
-4,274
| Closed | -$265K | – | 40 |
|
|
2021
Q4 | $265K | Buy |
4,274
+575
| +16% | +$35.7K | 0.29% | 28 |
|
|
2021
Q3 | $216K | Buy |
+3,699
| New | +$216K | 0.24% | 29 |
|
|
2021
Q2 | – | Sell |
-5,239
| Closed | -$266K | – | 35 |
|
|
2021
Q1 | $266K | Buy |
+5,239
| New | +$266K | 0.24% | 25 |
|