Hefty Wealth Partners’s Steel Dynamics STLD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q1
$86K Hold
1,940
0.06% 115
2017
Q4
$84K Sell
1,940
-1,477
-43% -$64K 0.05% 114
2017
Q3
$118K Buy
3,417
+1,477
+76% +$51K 0.08% 94
2017
Q2
$69K Hold
1,940
0.05% 108
2017
Q1
$67K Hold
1,940
0.05% 110
2016
Q4
$69K Hold
1,940
0.06% 100
2016
Q3
$48K Hold
1,940
0.04% 131
2016
Q2
$47K Hold
1,940
0.04% 111
2016
Q1
$43K Hold
1,940
0.04% 113
2015
Q4
$34K Buy
+1,940
New +$34K 0.03% 118