Exencial Wealth Advisors’s Nucor NUE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,351
| Closed | -$203K | – | 502 |
|
|
2024
Q3 | $203K | Buy |
1,351
+4
| +0.3% | +$601 | 0.01% | 476 |
|
|
2024
Q2 | $213K | Sell |
1,347
-24
| -2% | -$3.79K | 0.01% | 458 |
|
|
2024
Q1 | $271K | Sell |
1,371
-793
| -37% | -$157K | 0.01% | 443 |
|
|
2023
Q4 | $377K | Buy |
2,164
+110
| +5% | +$19.1K | 0.02% | 385 |
|
|
2023
Q3 | $321K | Buy |
2,054
+12
| +0.6% | +$1.88K | 0.02% | 353 |
|
|
2023
Q2 | $335K | Buy |
2,042
+20
| +1% | +$3.28K | 0.02% | 351 |
|
|
2023
Q1 | $312K | Buy |
2,022
+2
| +0.1% | +$309 | 0.02% | 345 |
|
|
2022
Q4 | $266K | Buy |
2,020
+19
| +0.9% | +$2.5K | 0.01% | 372 |
|
|
2022
Q3 | $214K | Buy |
+2,001
| New | +$214K | 0.01% | 390 |
|
|
2022
Q2 | – | Sell |
-1,480
| Closed | -$220K | – | 441 |
|
|
2022
Q1 | $220K | Buy |
+1,480
| New | +$220K | 0.01% | 411 |
|