Balasa Dinverno & Foltz’s US Steel X Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $197K | Sell |
10,881
-6,146
| -36% | -$111K | 0.01% | 324 |
|
|
2022
Q2 | $305K | Buy |
17,027
+7,018
| +70% | +$126K | 0.02% | 267 |
|
|
2022
Q1 | $378K | Buy |
10,009
+39
| +0.4% | +$1.47K | 0.03% | 230 |
|
|
2021
Q4 | $237K | Buy |
+9,970
| New | +$237K | 0.02% | 308 |
|
|
2019
Q1 | – | Sell |
-11,295
| Closed | -$206K | – | 253 |
|
|
2018
Q4 | $206K | Buy |
+11,295
| New | +$206K | 0.03% | 215 |
|