YorkBridge Wealth Partners’s Nucor NUE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-941
| Closed | -$52K | – | 496 |
|
|
2019
Q2 | $52K | Buy |
941
+136
| +17% | +$7.52K | 0.02% | 364 |
|
|
2019
Q1 | $47K | Buy |
805
+5
| +0.6% | +$292 | 0.02% | 368 |
|
|
2018
Q4 | $41K | Buy |
800
+9
| +1% | +$461 | 0.02% | 351 |
|
|
2018
Q3 | $51K | Sell |
791
-110
| -12% | -$7.09K | 0.02% | 353 |
|
|
2018
Q2 | $56K | Buy |
901
+8
| +0.9% | +$497 | 0.02% | 354 |
|
|
2018
Q1 | $55K | Sell |
893
-42
| -4% | -$2.59K | 0.03% | 361 |
|
|
2017
Q4 | $58K | Sell |
935
-356
| -28% | -$22.1K | 0.03% | 361 |
|
|
2017
Q3 | $72K | Sell |
1,291
-121
| -9% | -$6.75K | 0.04% | 333 |
|
|
2017
Q2 | $83K | Hold |
1,412
| – | – | 0.04% | 307 |
|
|
2017
Q1 | $87K | Sell |
1,412
-714
| -34% | -$44K | 0.05% | 297 |
|
|
2016
Q4 | $134K | Buy |
+2,126
| New | +$134K | 0.08% | 199 |
|