CFA
Compass Financial Advisors’s Steel Dynamics STLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-3,566
| Closed | -$403K | – | 98 |
|
|
2023
Q1 | $403K | Sell |
3,566
-98
| -3% | -$11.1K | 0.51% | 66 |
|
|
2022
Q4 | $358K | Buy |
3,664
+7
| +0.2% | +$684 | 0.48% | 72 |
|
|
2022
Q3 | $259K | Sell |
3,657
-4
| -0.1% | -$283 | 0.38% | 87 |
|
|
2022
Q2 | $242K | Sell |
3,661
-26
| -0.7% | -$1.72K | 0.33% | 102 |
|
|
2022
Q1 | $308K | Buy |
+3,687
| New | +$308K | 0.34% | 101 |
|