J.P. Morgan Private Wealth Advisors’s Steel Dynamics STLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.43M | Buy |
13,319
+6,342
| +91% | +$680K | ﹤0.01% | 858 |
|
|
2023
Q2 | $760K | Buy |
6,977
+308
| +5% | +$33.6K | ﹤0.01% | 864 |
|
|
2023
Q1 | $754K | Sell |
6,669
-28,229
| -81% | -$3.19M | ﹤0.01% | 1301 |
|
|
2022
Q4 | $3.41M | Sell |
34,898
-761
| -2% | -$74.4K | 0.01% | 683 |
|
|
2022
Q3 | $2.53M | Sell |
35,659
-18,506
| -34% | -$1.31M | 0.01% | 762 |
|
|
2022
Q2 | $3.58M | Sell |
54,165
-5,420
| -9% | -$359K | 0.01% | 664 |
|
|
2022
Q1 | $4.97M | Sell |
59,585
-94
| -0.2% | -$7.84K | 0.01% | 617 |
|
|
2021
Q4 | $3.7M | Buy |
59,679
+23
| +0% | +$1.43K | 0.01% | 699 |
|
|
2021
Q3 | $3.49M | Buy |
59,656
+2,691
| +5% | +$157K | 0.01% | 690 |
|
|
2021
Q2 | $3.4M | Buy |
+56,965
| New | +$3.4M | 0.01% | 694 |
|
|
2018
Q4 | – | Sell |
-8,180
| Closed | -$369K | – | 1571 |
|
|
2018
Q3 | $369K | Sell |
8,180
-1,772
| -18% | -$79.9K | ﹤0.01% | 1202 |
|
|
2018
Q2 | $457K | Buy |
9,952
+698
| +8% | +$32.1K | ﹤0.01% | 1037 |
|
|
2018
Q1 | $409K | Sell |
9,254
-10
| -0.1% | -$442 | ﹤0.01% | 937 |
|
|
2017
Q4 | $400K | Buy |
9,264
+270
| +3% | +$11.7K | ﹤0.01% | 952 |
|
|
2017
Q3 | $310K | Buy |
8,994
+332
| +4% | +$11.4K | ﹤0.01% | 1009 |
|
|
2017
Q2 | $311K | Buy |
8,662
+2,001
| +30% | +$71.8K | ﹤0.01% | 1001 |
|
|
2017
Q1 | $232K | Sell |
6,661
-1,580
| -19% | -$55K | ﹤0.01% | 1180 |
|
|
2016
Q4 | $293K | Sell |
8,241
-670
| -8% | -$23.8K | ﹤0.01% | 1005 |
|
|
2016
Q3 | $223K | Buy |
8,911
+241
| +3% | +$6.03K | ﹤0.01% | 1102 |
|
|
2016
Q2 | $212K | Buy |
+8,670
| New | +$212K | ﹤0.01% | 1131 |
|