CWM
Confluence Wealth Management’s Nucor NUE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-18,379
| Closed | -$901K | – | 106 |
|
|
2014
Q4 | $901K | Sell |
18,379
-11,741
| -39% | -$576K | 0.56% | 52 |
|
|
2014
Q3 | $1.64M | Sell |
30,120
-8,317
| -22% | -$451K | 1.11% | 25 |
|
|
2014
Q2 | $1.89M | Buy |
38,437
+7,166
| +23% | +$353K | 1.08% | 21 |
|
|
2014
Q1 | $1.58M | Buy |
+31,271
| New | +$1.58M | 1.19% | 23 |
|