GWAM
Guardian Wealth Advisors (Minnesota)’s Nucor NUE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,392
| Closed | -$209K | – | 78 |
|
|
2024
Q3 | $209K | Buy |
1,392
+3
| +0.2% | +$451 | 0.13% | 78 |
|
|
2024
Q2 | $220K | Sell |
1,389
-7
| -0.5% | -$1.11K | 0.14% | 72 |
|
|
2024
Q1 | $276K | Sell |
1,396
-151
| -10% | -$29.9K | 0.18% | 65 |
|
|
2023
Q4 | $269K | Sell |
1,547
-27
| -2% | -$4.7K | 0.19% | 59 |
|
|
2023
Q3 | $246K | Sell |
1,574
-17
| -1% | -$2.66K | 0.19% | 59 |
|
|
2023
Q2 | $261K | Buy |
1,591
+4
| +0.3% | +$656 | 0.19% | 60 |
|
|
2023
Q1 | $245K | Buy |
+1,587
| New | +$245K | 0.19% | 60 |
|
|
2022
Q2 | – | Sell |
-1,799
| Closed | -$267K | – | 66 |
|
|
2022
Q1 | $267K | Sell |
1,799
-14
| -0.8% | -$2.08K | 0.22% | 55 |
|
|
2021
Q4 | $207K | Buy |
+1,813
| New | +$207K | 0.17% | 67 |
|
|
2021
Q3 | – | Sell |
-2,225
| Closed | -$213K | – | 66 |
|
|
2021
Q2 | $213K | Buy |
+2,225
| New | +$213K | 0.18% | 63 |
|