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