Atria Wealth Solutions’s US Steel X Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-7,594
| Closed | -$268K | – | 2073 |
|
2024
Q3 | $268K | Sell |
7,594
-28
| -0.4% | -$989 | ﹤0.01% | 1572 |
|
2024
Q2 | $288K | Sell |
7,622
-342
| -4% | -$12.9K | ﹤0.01% | 1516 |
|
2024
Q1 | $325K | Buy |
7,964
+144
| +2% | +$5.87K | ﹤0.01% | 1498 |
|
2023
Q4 | $380K | Buy |
7,820
+74
| +1% | +$3.6K | ﹤0.01% | 1336 |
|
2023
Q3 | $252K | Sell |
7,746
-21,272
| -73% | -$691K | ﹤0.01% | 1521 |
|
2023
Q2 | $726K | Buy |
29,018
+20,758
| +251% | +$519K | 0.01% | 986 |
|
2023
Q1 | $216K | Sell |
8,260
-3,377
| -29% | -$88.1K | ﹤0.01% | 1620 |
|
2022
Q4 | $292K | Sell |
11,637
-1,015
| -8% | -$25.4K | ﹤0.01% | 1368 |
|
2022
Q3 | $229K | Sell |
12,652
-94
| -0.7% | -$1.7K | ﹤0.01% | 1469 |
|
2022
Q2 | $228K | Sell |
12,746
-33,715
| -73% | -$603K | ﹤0.01% | 1348 |
|
2022
Q1 | $1.75M | Buy |
+46,461
| New | +$1.75M | 0.03% | 518 |
|