FWM
Finer Wealth Management’s SunCoke Energy SXC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-22,298
| Closed | -$205K | – | 91 |
|
|
2025
Q1 | $205K | Hold |
22,298
| – | – | 0.12% | 82 |
|
|
2024
Q4 | $239K | Hold |
22,298
| – | – | 0.14% | 77 |
|
|
2024
Q3 | $194K | Hold |
22,298
| – | – | 0.12% | 76 |
|
|
2024
Q2 | $219K | Hold |
22,298
| – | – | 0.14% | 69 |
|
|
2024
Q1 | $251K | Hold |
22,298
| – | – | 0.17% | 73 |
|
|
2023
Q4 | $239K | Hold |
22,298
| – | – | 0.18% | 72 |
|
|
2023
Q3 | $226K | Hold |
22,298
| – | – | 0.18% | 76 |
|
|
2023
Q2 | $175K | Hold |
22,298
| – | – | 0.14% | 82 |
|
|
2023
Q1 | $200K | Hold |
22,298
| – | – | 0.17% | 83 |
|
|
2022
Q4 | $192K | Hold |
22,298
| – | – | 0.18% | 76 |
|
|
2022
Q3 | $130K | Hold |
22,298
| – | – | 0.13% | 76 |
|
|
2022
Q2 | $152K | Hold |
22,298
| – | – | 0.14% | 76 |
|
|
2022
Q1 | $199K | Buy |
+22,298
| New | +$199K | 0.16% | 80 |
|