Cerity Partners’s Worthington Steel WS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $251K | Sell |
8,399
-15,934
| -65% | -$475K | ﹤0.01% | 2241 |
|
|
2025
Q1 | $616K | Buy |
24,333
+16,896
| +227% | +$428K | ﹤0.01% | 1645 |
|
|
2024
Q4 | $240K | Sell |
7,437
-1,608
| -18% | -$52K | ﹤0.01% | 2146 |
|
|
2024
Q3 | $308K | Buy |
9,045
+2,072
| +30% | +$70.5K | ﹤0.01% | 2047 |
|
|
2024
Q2 | $233K | Buy |
6,973
+106
| +2% | +$3.54K | ﹤0.01% | 1954 |
|
|
2024
Q1 | $246K | Buy |
+6,867
| New | +$246K | ﹤0.01% | 1985 |
|