IWA
IVC Wealth Advisors’s Nucor NUE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $345K | Sell |
2,660
-4
| -0.2% | -$518 | 0.17% | 111 |
|
|
2025
Q1 | $321K | Sell |
2,664
-8
| -0.3% | -$963 | 0.17% | 118 |
|
|
2024
Q4 | $312K | Buy |
2,672
+12
| +0.5% | +$1.4K | 0.17% | 113 |
|
|
2024
Q3 | $400K | Sell |
2,660
-1,019
| -28% | -$153K | 0.22% | 96 |
|
|
2024
Q2 | $582K | Sell |
3,679
-39
| -1% | -$6.17K | 0.33% | 72 |
|
|
2024
Q1 | $736K | Buy |
3,718
+12
| +0.3% | +$2.38K | 0.42% | 59 |
|
|
2023
Q4 | $645K | Buy |
3,706
+132
| +4% | +$23K | 0.4% | 62 |
|
|
2023
Q3 | $559K | Buy |
3,574
+7
| +0.2% | +$1.09K | 0.37% | 70 |
|
|
2023
Q2 | $585K | Sell |
3,567
-10
| -0.3% | -$1.64K | 0.37% | 69 |
|
|
2023
Q1 | $553K | Buy |
3,577
+45
| +1% | +$6.95K | 0.39% | 66 |
|
|
2022
Q4 | $466K | Buy |
3,532
+3
| +0.1% | +$395 | 0.34% | 72 |
|
|
2022
Q3 | $378K | Sell |
3,529
-2
| -0.1% | -$214 | 0.3% | 77 |
|
|
2022
Q2 | $369K | Buy |
3,531
+23
| +0.7% | +$2.4K | 0.29% | 88 |
|
|
2022
Q1 | $521K | Buy |
3,508
+58
| +2% | +$8.61K | 0.34% | 70 |
|
|
2021
Q4 | $394K | Hold |
3,450
| – | – | 0.25% | 96 |
|
|
2021
Q3 | $340K | Hold |
3,450
| – | – | 0.23% | 99 |
|
|
2021
Q2 | $331K | Hold |
3,450
| – | – | 0.23% | 105 |
|
|
2021
Q1 | $277K | Buy |
+3,450
| New | +$277K | 0.22% | 101 |
|