Carolina Wealth Advisors’s Steel Dynamics STLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-569
| Closed | -$71.7K | – | 346 |
|
|
2024
Q3 | $71.7K | Buy |
569
+14
| +3% | +$1.77K | 0.04% | 91 |
|
|
2024
Q2 | $71.9K | Buy |
555
+30
| +6% | +$3.89K | 0.04% | 83 |
|
|
2024
Q1 | $77.8K | Hold |
525
| – | – | 0.04% | 90 |
|
|
2023
Q4 | $62K | Hold |
525
| – | – | 0.03% | 108 |
|
|
2023
Q3 | $56.3K | Sell |
525
-25
| -5% | -$2.68K | 0.03% | 118 |
|
|
2023
Q2 | $59.9K | Sell |
550
-4,114
| -88% | -$448K | 0.04% | 96 |
|
|
2023
Q1 | $527K | Sell |
4,664
-1,302
| -22% | -$147K | 0.31% | 40 |
|
|
2022
Q4 | $583K | Buy |
5,966
+290
| +5% | +$28.3K | 0.37% | 32 |
|
|
2022
Q3 | $403K | Buy |
5,676
+459
| +9% | +$32.6K | 0.32% | 34 |
|
|
2022
Q2 | $345K | Sell |
5,217
-198
| -4% | -$13.1K | 0.23% | 44 |
|
|
2022
Q1 | $452K | Buy |
5,415
+485
| +10% | +$40.5K | 0.29% | 39 |
|
|
2021
Q4 | $306K | Buy |
4,930
+1,120
| +29% | +$69.5K | 0.17% | 40 |
|
|
2021
Q3 | $223K | Buy |
3,810
+653
| +21% | +$38.2K | 0.15% | 49 |
|
|
2021
Q2 | $188K | Buy |
3,157
+701
| +29% | +$41.7K | 0.13% | 55 |
|
|
2021
Q1 | $125K | Buy |
+2,456
| New | +$125K | 0.09% | 60 |
|