OWM
OneAscent Wealth Management’s Nucor NUE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,707
| Closed | -$257K | – | 181 |
|
|
2024
Q3 | $257K | Buy |
+1,707
| New | +$257K | 0.1% | 150 |
|
|
2024
Q2 | – | Sell |
-1,864
| Closed | -$369K | – | 148 |
|
|
2024
Q1 | $369K | Buy |
1,864
+274
| +17% | +$54.2K | 0.14% | 102 |
|
|
2023
Q4 | $277K | Sell |
1,590
-149
| -9% | -$26K | 0.11% | 129 |
|
|
2023
Q3 | $272K | Buy |
+1,739
| New | +$272K | 0.12% | 119 |
|
|
2023
Q2 | – | Sell |
-2,038
| Closed | -$315K | – | 161 |
|
|
2023
Q1 | $315K | Sell |
2,038
-1,005
| -33% | -$155K | 0.12% | 117 |
|
|
2022
Q4 | $401K | Sell |
3,043
-58
| -2% | -$7.64K | 0.19% | 68 |
|
|
2022
Q3 | $332K | Buy |
3,101
+112
| +4% | +$12K | 0.17% | 76 |
|
|
2022
Q2 | $312K | Buy |
+2,989
| New | +$312K | 0.16% | 108 |
|