SW
Simplicity Wealth’s Steel Dynamics STLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,373
| Closed | -$297K | – | 658 |
|
|
2025
Q1 | $297K | Sell |
2,373
-831
| -26% | -$104K | 0.02% | 432 |
|
|
2024
Q4 | $365K | Sell |
3,204
-100
| -3% | -$11.4K | 0.08% | 204 |
|
|
2024
Q3 | $417K | Sell |
3,304
-2,780
| -46% | -$351K | 0.04% | 331 |
|
|
2024
Q2 | $788K | Buy |
6,084
+219
| +4% | +$28.4K | 0.02% | 601 |
|
|
2024
Q1 | $869K | Buy |
+5,865
| New | +$869K | 0.02% | 561 |
|