PWM
Paulson Wealth Management’s SunCoke Energy SXC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-13,505
| Closed | -$117K | – | 151 |
|
|
2024
Q3 | $117K | Hold |
13,505
| – | – | 0.03% | 149 |
|
|
2024
Q2 | $132K | Hold |
13,505
| – | – | 0.04% | 142 |
|
|
2024
Q1 | $152K | Sell |
13,505
-882
| -6% | -$9.94K | 0.04% | 143 |
|
|
2023
Q4 | $155K | Hold |
14,387
| – | – | 0.05% | 134 |
|
|
2023
Q3 | $146K | Buy |
14,387
+2,172
| +18% | +$22K | 0.05% | 129 |
|
|
2023
Q2 | $96.1K | Buy |
+12,215
| New | +$96.1K | 0.03% | 128 |
|