Integrated Wealth Concepts’s Steel Dynamics STLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $508K | Buy |
+3,967
| New | +$508K | 0.01% | 1264 |
|
|
2024
Q2 | – | Sell |
-2,215
| Closed | -$328K | – | 1709 |
|
|
2024
Q1 | $328K | Buy |
2,215
+94
| +4% | +$13.9K | ﹤0.01% | 1271 |
|
|
2023
Q4 | $251K | Sell |
2,121
-229
| -10% | -$27K | ﹤0.01% | 1351 |
|
|
2023
Q3 | $252K | Sell |
2,350
-205
| -8% | -$22K | ﹤0.01% | 1313 |
|
|
2023
Q2 | $278K | Buy |
+2,555
| New | +$278K | ﹤0.01% | 1260 |
|