PDS Planning’s Worthington Steel WS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $362K | Buy |
12,136
+3
| +0% | +$89 | 0.03% | 308 |
|
|
2025
Q1 | $307K | Buy |
12,133
+729
| +6% | +$18.5K | 0.03% | 317 |
|
|
2024
Q4 | $363K | Hold |
11,404
| – | – | 0.03% | 248 |
|
|
2024
Q3 | $388K | Sell |
11,404
-1,247
| -10% | -$42.4K | 0.03% | 236 |
|
|
2024
Q2 | $422K | Hold |
12,651
| – | – | 0.04% | 198 |
|
|
2024
Q1 | $454K | Buy |
12,651
+1
| +0% | +$36 | 0.05% | 177 |
|
|
2023
Q4 | $355K | Buy |
+12,650
| New | +$355K | 0.04% | 206 |
|