B. Riley Wealth Advisors’s US Steel X Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $396K | Sell |
11,660
-44,244
| -79% | -$1.63M | 0.01% | 773 |
|
|
2024
Q3 | $1.96M | Buy |
55,904
+11,905
| +27% | +$453K | 0.05% | 318 |
|
|
2024
Q2 | $1.66M | Sell |
43,999
-29,241
| -40% | -$1.12M | 0.04% | 393 |
|
|
2024
Q1 | $2.38M | Buy |
73,240
+27,494
| +60% | +$1.26M | 0.06% | 299 |
|
|
2023
Q4 | $2.23M | Sell |
45,746
-27,494
| -38% | -$1,000K | 0.06% | 336 |
|
|
2023
Q3 | $2.38M | Buy |
73,240
+18,185
| +33% | +$510K | 0.06% | 299 |
|
|
2023
Q2 | $1.38M | Sell |
55,055
-2,233
| -4% | -$52K | 0.03% | 466 |
|
|
2023
Q1 | $1.49M | Buy |
57,288
+1,397
| +2% | +$38.8K | 0.04% | 434 |
|
|
2022
Q4 | $1.4M | Buy |
55,891
+44,583
| +394% | +$1.03M | 0.04% | 438 |
|
|
2022
Q3 | $204K | Sell |
11,308
-7,623
| -40% | -$163K | 0.01% | 1220 |
|
|
2022
Q2 | $340K | Sell |
18,931
-7,373
| -28% | -$202K | 0.01% | 816 |
|
|
2022
Q1 | $993K | Buy |
26,304
+3,125
| +13% | +$84.6K | 0.03% | 490 |
|
|
2021
Q4 | $552K | Buy |
23,179
+6,646
| +40% | +$157K | 0.02% | 756 |
|
|
2021
Q3 | $364K | Sell |
16,533
-452
| -3% | -$11.3K | 0.01% | 942 |
|
|
2021
Q2 | $408K | Buy |
16,985
+1,652
| +11% | +$40.7K | 0.01% | 869 |
|
|
2021
Q1 | $401K | Buy |
15,333
+2,164
| +16% | +$42.7K | 0.01% | 845 |
|
|
2020
Q4 | $221K | Sell |
13,169
-3,779
| -22% | -$47K | 0.01% | 891 |
|
|
2020
Q3 | $125K | Sell |
16,948
-7,646
| -31% | -$57.9K | 0.01% | 875 |
|
|
2020
Q2 | $178K | Buy |
24,594
+14,496
| +144% | +$113K | 0.01% | 784 |
|
|
2020
Q1 | $64K | Buy |
+10,098
| New | +$84.6K | 0.01% | 752 |
|
|
2019
Q4 | – | Sell |
-14,822
| Closed | -$172K | – | 912 |
|
|
2019
Q3 | $172K | Buy |
+14,822
| New | +$191K | 0.02% | 739 |
|
|
2015
Q1 | – | Sell |
-2,931
| Closed | -$78 | – | 2006 |
|
|
2014
Q4 | $78 | Buy |
+2,931
| New | +$97.7K | ﹤0.01% | 1854 |
|
|
2014
Q3 | – | Sell |
-4,204
| Closed | -$109K | – | 1912 |
|
|
2014
Q2 | $109K | Sell |
4,204
-350
| -8% | -$8.94K | 0.03% | 678 |
|
|
2014
Q1 | $126K | Sell |
4,554
-1,245
| -21% | -$32.6K | 0.04% | 547 |
|
|
2013
Q4 | $171K | Sell |
5,799
-6,301
| -52% | -$162K | 0.05% | 395 |
|
|
2013
Q3 | $249K | Buy |
12,100
+7,655
| +172% | +$144K | 0.09% | 268 |
|
|
2013
Q2 | $78K | Buy |
+4,445
| New | +$78.6K | 0.03% | 610 |
|
Other funds holding X
PCM
DSC
KL
