AE Wealth Management’s US Steel X Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-12,970
| Closed | -$627K | – | 2011 |
|
|
2023
Q4 | $627K | Sell |
12,970
-1,229
| -9% | -$59.4K | ﹤0.01% | 1326 |
|
|
2023
Q3 | $461K | Sell |
14,199
-9,106
| -39% | -$296K | ﹤0.01% | 1420 |
|
|
2023
Q2 | $583K | Buy |
23,305
+5,741
| +33% | +$144K | ﹤0.01% | 1306 |
|
|
2023
Q1 | $458K | Buy |
+17,564
| New | +$458K | ﹤0.01% | 1385 |
|
|
2022
Q4 | – | Sell |
-10,366
| Closed | -$188K | – | 1923 |
|
|
2022
Q3 | $188K | Buy |
10,366
+366
| +4% | +$6.64K | ﹤0.01% | 1612 |
|
|
2022
Q2 | $179K | Sell |
10,000
-72,951
| -88% | -$1.31M | ﹤0.01% | 1605 |
|
|
2022
Q1 | $3.13M | Buy |
82,951
+69,252
| +506% | +$2.61M | 0.02% | 573 |
|
|
2021
Q4 | $326K | Buy |
13,699
+1,286
| +10% | +$30.6K | ﹤0.01% | 1417 |
|
|
2021
Q3 | $273K | Buy |
12,413
+2,256
| +22% | +$49.6K | ﹤0.01% | 1397 |
|
|
2021
Q2 | $244K | Buy |
+10,157
| New | +$244K | ﹤0.01% | 1423 |
|
|
2020
Q4 | – | Sell |
-12,784
| Closed | -$94K | – | 1419 |
|
|
2020
Q3 | $94K | Sell |
12,784
-1,597
| -11% | -$11.7K | ﹤0.01% | 1212 |
|
|
2020
Q2 | $104K | Buy |
+14,381
| New | +$104K | ﹤0.01% | 1186 |
|