Arkadios Wealth Advisors’s US Steel X Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-21,636
| Closed | -$914K | – | 1285 |
|
|
2025
Q1 | $914K | Buy |
21,636
+1
| +0% | +$42 | 0.03% | 490 |
|
|
2024
Q4 | $735K | Buy |
21,635
+3,000
| +16% | +$102K | 0.04% | 408 |
|
|
2024
Q3 | $658K | Buy |
18,635
+306
| +2% | +$10.8K | 0.04% | 448 |
|
|
2024
Q2 | $693K | Buy |
+18,329
| New | +$693K | 0.05% | 372 |
|
|
2021
Q4 | – | Sell |
-965
| Closed | -$21K | – | 1790 |
|
|
2021
Q3 | $21K | Sell |
965
-2,905
| -75% | -$63.2K | ﹤0.01% | 1204 |
|
|
2021
Q2 | $92K | Buy |
+3,870
| New | +$92K | 0.01% | 744 |
|
|
2020
Q2 | – | Sell |
-108
| Closed | -$684 | – | 1164 |
|
|
2020
Q1 | $684 | Hold |
108
| – | – | ﹤0.01% | 993 |
|
|
2019
Q4 | $971 | Buy |
+108
| New | +$971 | ﹤0.01% | 893 |
|