Kapstone Financial Advisors’s Nucor NUE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,290
| Closed | -$204K | – | 113 |
|
|
2024
Q2 | $204K | Hold |
1,290
| – | – | 0.13% | 100 |
|
|
2024
Q1 | $255K | Hold |
1,290
| – | – | 0.17% | 89 |
|
|
2023
Q4 | $225K | Hold |
1,290
| – | – | 0.18% | 90 |
|
|
2023
Q3 | $202K | Hold |
1,290
| – | – | 0.18% | 89 |
|
|
2023
Q2 | $223K | Buy |
+1,290
| New | +$223K | 0.18% | 89 |
|
|
2023
Q1 | – | Sell |
-1,290
| Closed | -$228K | – | 100 |
|
|
2022
Q4 | $228K | Buy |
+1,290
| New | +$228K | 0.21% | 87 |
|