ACG Wealth’s US Steel X Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-58,069
| Closed | -$1.77M | – | 334 |
|
|
2018
Q3 | $1.77M | Sell |
58,069
-7,419
| -11% | -$226K | 0.23% | 91 |
|
|
2018
Q2 | $2.28M | Sell |
65,488
-3,550
| -5% | -$123K | 0.35% | 68 |
|
|
2018
Q1 | $2.43M | Sell |
69,038
-300
| -0.4% | -$10.6K | 0.37% | 71 |
|
|
2017
Q4 | $2.44M | Sell |
69,338
-12,187
| -15% | -$429K | 0.36% | 73 |
|
|
2017
Q3 | $2.09M | Buy |
81,525
+8,650
| +12% | +$222K | 0.36% | 73 |
|
|
2017
Q2 | $1.61M | Buy |
72,875
+21,975
| +43% | +$486K | 0.27% | 99 |
|
|
2017
Q1 | $1.72M | Buy |
+50,900
| New | +$1.72M | 0.32% | 90 |
|