FMWA
Forvis Mazars Wealth Advisors’s Steel Dynamics STLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-12,794
| Closed | -$381K | – | 295 |
|
|
2019
Q3 | $381K | Sell |
12,794
-614
| -5% | -$18.3K | 0.03% | 203 |
|
|
2019
Q2 | $405K | Buy |
13,408
+4,593
| +52% | +$139K | 0.03% | 185 |
|
|
2019
Q1 | $311K | Buy |
8,815
+296
| +3% | +$10.4K | 0.03% | 207 |
|
|
2018
Q4 | $256K | Sell |
8,519
-1,451
| -15% | -$43.6K | 0.03% | 194 |
|
|
2018
Q3 | $451K | Sell |
9,970
-135
| -1% | -$6.11K | 0.04% | 158 |
|
|
2018
Q2 | $464K | Sell |
10,105
-932
| -8% | -$42.8K | 0.05% | 149 |
|
|
2018
Q1 | $488K | Buy |
+11,037
| New | +$488K | 0.05% | 145 |
|