CHJWM
Carlton Hofferkamp & Jenks Wealth Management’s Nucor NUE Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q1 | – | Sell |
-5,700
| Closed | -$319K | – | 128 |
|
2020
Q4 | $319K | Sell |
5,700
-300
| -5% | -$16.8K | 0.16% | 98 |
|
2020
Q3 | $305K | Sell |
6,000
-270
| -4% | -$13.7K | 0.16% | 94 |
|
2020
Q2 | $271K | Sell |
6,270
-825
| -12% | -$35.7K | 0.15% | 90 |
|
2020
Q1 | $302K | Buy |
7,095
+100
| +1% | +$4.26K | 0.19% | 83 |
|
2019
Q4 | $344K | Sell |
6,995
-2,625
| -27% | -$129K | 0.19% | 82 |
|
2019
Q3 | $483K | Sell |
9,620
-984
| -9% | -$49.4K | 0.3% | 71 |
|
2019
Q2 | $580K | Hold |
10,604
| – | – | 0.35% | 62 |
|
2019
Q1 | $619K | Hold |
10,604
| – | – | 0.39% | 60 |
|
2018
Q4 | $549K | Buy |
10,604
+150
| +1% | +$7.77K | 0.39% | 60 |
|
2018
Q3 | $663K | Hold |
10,454
| – | – | 0.41% | 59 |
|
2018
Q2 | $670K | Hold |
10,454
| – | – | 0.43% | 56 |
|
2018
Q1 | $620K | Sell |
10,454
-250
| -2% | -$14.8K | 0.42% | 58 |
|
2017
Q4 | $680K | Sell |
10,704
-100
| -0.9% | -$6.35K | 0.43% | 60 |
|
2017
Q3 | $605K | Buy |
10,804
+250
| +2% | +$14K | 0.39% | 63 |
|
2017
Q2 | $610K | Buy |
+10,554
| New | +$610K | 0.41% | 60 |
|