AWA
X
Arete Wealth Advisors’s US Steel X Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-31,612
| Closed | -$1.54M | – | 749 |
|
|
2023
Q4 | $1.54M | Buy |
31,612
+5,594
| +22% | +$272K | 0.12% | 176 |
|
|
2023
Q3 | $849K | Buy |
+26,018
| New | +$849K | 0.15% | 152 |
|
|
2017
Q4 | – | Sell |
-83,528
| Closed | -$2.14M | – | 335 |
|
|
2017
Q3 | $2.14M | Sell |
83,528
-6,957
| -8% | -$178K | 0.85% | 26 |
|
|
2017
Q2 | $2M | Sell |
90,485
-8,968
| -9% | -$199K | 0.91% | 26 |
|
|
2017
Q1 | $3.36M | Buy |
99,453
+2,624
| +3% | +$88.7K | 1.47% | 15 |
|
|
2016
Q4 | $3.2M | Buy |
+96,829
| New | +$3.2M | 1.48% | 14 |
|