Axxcess Wealth Management’s Cleveland-Cliffs CLF Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$193K Hold
25,421
﹤0.01% 850
2025
Q1
$209K Sell
25,421
-198
-0.8% -$1.63K 0.01% 801
2024
Q4
$241K Sell
25,619
-569
-2% -$5.35K 0.01% 742
2024
Q3
$334K Buy
26,188
+411
+2% +$5.25K 0.01% 659
2024
Q2
$397K Sell
25,777
-903
-3% -$13.9K 0.01% 577
2024
Q1
$607K Hold
26,680
0.02% 492
2023
Q4
$545K Sell
26,680
-1,500
-5% -$30.6K 0.02% 489
2023
Q3
$440K Buy
+28,180
New +$440K 0.02% 499
2022
Q2
Sell
-11,005
Closed -$354K 558
2022
Q1
$354K Buy
+11,005
New +$354K 0.03% 431