Icon Wealth Partners’s Nucor NUE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-2,866
| Closed | -$230K | – | 350 |
|
|
2021
Q1 | $230K | Buy |
+2,866
| New | +$230K | 0.03% | 306 |
|
|
2020
Q1 | – | Sell |
-4,457
| Closed | -$251K | – | 177 |
|
|
2019
Q4 | $251K | Buy |
4,457
+450
| +11% | +$25.3K | 0.08% | 142 |
|
|
2019
Q3 | $204K | Buy |
4,007
+231
| +6% | +$11.8K | 0.07% | 154 |
|
|
2019
Q2 | $208K | Buy |
3,776
+291
| +8% | +$16K | 0.07% | 150 |
|
|
2019
Q1 | $203K | Buy |
3,485
+86
| +3% | +$5.01K | 0.08% | 148 |
|
|
2018
Q4 | $176K | Buy |
3,399
+52
| +2% | +$2.69K | 0.08% | 150 |
|
|
2018
Q3 | $212K | Sell |
3,347
-27
| -0.8% | -$1.71K | 0.09% | 165 |
|
|
2018
Q2 | $211K | Sell |
3,374
-62
| -2% | -$3.88K | 0.09% | 152 |
|
|
2018
Q1 | $210K | Sell |
3,436
-48
| -1% | -$2.93K | 0.11% | 159 |
|
|
2017
Q4 | $221K | Buy |
+3,484
| New | +$221K | 0.11% | 161 |
|