FWM
Focused Wealth Management’s Steel Dynamics STLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-512
| Closed | -$64K | – | 197 |
|
|
2025
Q1 | $64K | Buy |
+512
| New | +$64K | 0.01% | 176 |
|
|
2024
Q1 | – | Sell |
-11
| Closed | -$1.34K | – | 827 |
|
|
2023
Q4 | $1.34K | Sell |
11
-620
| -98% | -$75.4K | ﹤0.01% | 800 |
|
|
2023
Q3 | $67.7K | Buy |
631
+620
| +5,636% | +$66.5K | 0.01% | 255 |
|
|
2023
Q2 | $1.22K | Hold |
11
| – | – | ﹤0.01% | 809 |
|
|
2023
Q1 | $1.27K | Hold |
11
| – | – | ﹤0.01% | 811 |
|
|
2022
Q4 | $1.09K | Hold |
11
| – | – | ﹤0.01% | 827 |
|
|
2022
Q3 | $1K | Hold |
11
| – | – | ﹤0.01% | 859 |
|
|
2022
Q2 | $1K | Hold |
11
| – | – | ﹤0.01% | 831 |
|
|
2022
Q1 | $1K | Sell |
11
-2,025
| -99% | -$184K | ﹤0.01% | 889 |
|
|
2021
Q4 | $126K | Hold |
2,036
| – | – | 0.02% | 252 |
|
|
2021
Q3 | $119K | Buy |
2,036
+2,025
| +18,409% | +$118K | 0.02% | 261 |
|
|
2021
Q2 | $1K | Hold |
11
| – | – | ﹤0.01% | 825 |
|
|
2021
Q1 | $1K | Hold |
11
| – | – | ﹤0.01% | 796 |
|
|
2020
Q4 | $0 | Hold |
11
| – | – | ﹤0.01% | 840 |
|
|
2020
Q3 | $0 | Hold |
11
| – | – | ﹤0.01% | 800 |
|
|
2020
Q2 | $0 | Buy |
11
+1
| +10% | – | ﹤0.01% | 774 |
|
|
2020
Q1 | $0 | Hold |
10
| – | – | ﹤0.01% | 729 |
|
|
2019
Q4 | $0 | Hold |
10
| – | – | ﹤0.01% | 738 |
|
|
2019
Q3 | $0 | Hold |
10
| – | – | ﹤0.01% | 735 |
|
|
2019
Q2 | $0 | Sell |
10
-250
| -96% | – | ﹤0.01% | 757 |
|
|
2019
Q1 | $9K | Hold |
260
| – | – | ﹤0.01% | 462 |
|
|
2018
Q4 | $8K | Buy |
260
+250
| +2,500% | +$7.69K | ﹤0.01% | 474 |
|
|
2018
Q3 | $0 | Sell |
10
-2,500
| -100% | – | ﹤0.01% | 688 |
|
|
2018
Q2 | $115K | Buy |
2,510
+260
| +12% | +$11.9K | 0.04% | 211 |
|
|
2018
Q1 | $100K | Hold |
2,250
| – | – | 0.03% | 237 |
|
|
2017
Q4 | $97K | Buy |
2,250
+850
| +61% | +$36.6K | 0.03% | 235 |
|
|
2017
Q3 | $48K | Hold |
1,400
| – | – | 0.02% | 234 |
|
|
2017
Q2 | $50K | Hold |
1,400
| – | – | 0.02% | 278 |
|
|
2017
Q1 | $49K | Hold |
1,400
| – | – | 0.02% | 282 |
|
|
2016
Q4 | $50K | Buy |
+1,400
| New | +$50K | 0.02% | 269 |
|