TriaGen Wealth Management’s Steel Dynamics STLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-6,221
| Closed | -$667K | – | 174 |
|
|
2023
Q3 | $667K | Buy |
6,221
+176
| +3% | +$18.9K | 0.34% | 70 |
|
|
2023
Q2 | $658K | Sell |
6,045
-3,502
| -37% | -$381K | 0.3% | 79 |
|
|
2023
Q1 | $1.08M | Buy |
9,547
+1,496
| +19% | +$169K | 0.54% | 55 |
|
|
2022
Q4 | $787K | Buy |
+8,051
| New | +$787K | 0.44% | 64 |
|
|
2022
Q2 | – | Sell |
-9,334
| Closed | -$779K | – | 191 |
|
|
2022
Q1 | $779K | Buy |
+9,334
| New | +$779K | 0.4% | 74 |
|
|
2021
Q4 | – | Sell |
-5,171
| Closed | -$302K | – | 200 |
|
|
2021
Q3 | $302K | Sell |
5,171
-35
| -0.7% | -$2.04K | 0.16% | 143 |
|
|
2021
Q2 | $336K | Buy |
+5,206
| New | +$336K | 0.17% | 135 |
|