EWM
Evercore Wealth Management’s Steel Dynamics STLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-4,083
| Closed | -$270K | – | 393 |
|
|
2022
Q2 | $270K | Hold |
4,083
| – | – | 0.01% | 331 |
|
|
2022
Q1 | $341K | Buy |
+4,083
| New | +$341K | 0.01% | 332 |
|
|
2018
Q1 | – | Sell |
-191
| Closed | -$8K | – | 732 |
|
|
2017
Q4 | $8K | Hold |
191
| – | – | ﹤0.01% | 823 |
|
|
2017
Q3 | $7K | Hold |
191
| – | – | ﹤0.01% | 819 |
|
|
2017
Q2 | $7K | Hold |
191
| – | – | ﹤0.01% | 862 |
|
|
2017
Q1 | $7K | Hold |
191
| – | – | ﹤0.01% | 859 |
|
|
2016
Q4 | $7K | Sell |
191
-522
| -73% | -$19.1K | ﹤0.01% | 860 |
|
|
2016
Q3 | $18K | Buy |
+713
| New | +$18K | ﹤0.01% | 789 |
|
|
2015
Q3 | – | Sell |
-2,212
| Closed | -$45K | – | 1046 |
|
|
2015
Q2 | $45K | Buy |
2,212
+1,855
| +520% | +$37.7K | ﹤0.01% | 659 |
|
|
2015
Q1 | $7K | Buy |
+357
| New | +$7K | ﹤0.01% | 908 |
|
|
2014
Q4 | – | Sell |
-239
| Closed | -$5K | – | 971 |
|
|
2014
Q3 | $5K | Hold |
239
| – | – | ﹤0.01% | 871 |
|
|
2014
Q2 | $4K | Sell |
239
-1,390
| -85% | -$23.3K | ﹤0.01% | 933 |
|
|
2014
Q1 | $27K | Buy |
1,629
+584
| +56% | +$9.68K | ﹤0.01% | 703 |
|
|
2013
Q4 | $20K | Buy |
1,045
+633
| +154% | +$12.1K | ﹤0.01% | 684 |
|
|
2013
Q3 | $7K | Hold |
412
| – | – | ﹤0.01% | 804 |
|
|
2013
Q2 | $7K | Buy |
+412
| New | +$7K | ﹤0.01% | 747 |
|