Creative Planning’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 | $442K | Buy |
14,829
+189
| +1% | +$5.64K | ﹤0.01% | 2567 |
|
|
2025
Q1 | $371K | Buy |
14,640
+2,898
| +25% | +$73.4K | ﹤0.01% | 2562 |
|
|
2024
Q4 | $374K | Buy |
11,742
+320
| +3% | +$10.2K | ﹤0.01% | 2486 |
|
|
2024
Q3 | $388K | Buy |
11,422
+95
| +0.8% | +$3.23K | ﹤0.01% | 2314 |
|
|
2024
Q2 | $378K | Sell |
11,327
-414
| -4% | -$13.8K | ﹤0.01% | 2168 |
|
|
2024
Q1 | $421K | Sell |
11,741
-403
| -3% | -$14.4K | ﹤0.01% | 1979 |
|
|
2023
Q4 | $341K | Buy |
+12,144
| New | +$341K | ﹤0.01% | 1996 |
|