Baystate Wealth Management’s US Steel X Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $16.3K | Buy |
+334
| New | +$16.3K | ﹤0.01% | 611 |
|
|
2021
Q4 | – | Sell |
-30
| Closed | -$1K | – | 1006 |
|
|
2021
Q3 | $1K | Hold |
30
| – | – | ﹤0.01% | 819 |
|
|
2021
Q2 | $1K | Hold |
30
| – | – | ﹤0.01% | 785 |
|
|
2021
Q1 | $1K | Hold |
30
| – | – | ﹤0.01% | 713 |
|
|
2020
Q4 | $1K | Sell |
30
-1
| -3% | -$33 | ﹤0.01% | 660 |
|
|
2020
Q3 | $0 | Buy |
31
+1
| +3% | – | ﹤0.01% | 754 |
|
|
2020
Q2 | $0 | Sell |
30
-1
| -3% | – | ﹤0.01% | 759 |
|
|
2020
Q1 | $0 | Hold |
31
| – | – | ﹤0.01% | 698 |
|
|
2019
Q4 | $0 | Buy |
31
+1
| +3% | – | ﹤0.01% | 669 |
|
|
2019
Q3 | $0 | Hold |
30
| – | – | ﹤0.01% | 650 |
|
|
2019
Q2 | $1K | Hold |
30
| – | – | ﹤0.01% | 620 |
|
|
2019
Q1 | $1K | Sell |
30
-1,000
| -97% | -$33.3K | ﹤0.01% | 636 |
|
|
2018
Q4 | $22K | Buy |
1,030
+1,000
| +3,333% | +$21.4K | ﹤0.01% | 296 |
|
|
2018
Q3 | $1K | Hold |
30
| – | – | ﹤0.01% | 657 |
|
|
2018
Q2 | $1K | Hold |
30
| – | – | ﹤0.01% | 668 |
|
|
2018
Q1 | $1K | Hold |
30
| – | – | ﹤0.01% | 639 |
|
|
2017
Q4 | $1K | Hold |
30
| – | – | ﹤0.01% | 629 |
|
|
2017
Q3 | $1K | Hold |
30
| – | – | ﹤0.01% | 606 |
|
|
2017
Q2 | $1K | Hold |
30
| – | – | ﹤0.01% | 639 |
|
|
2017
Q1 | $1K | Buy |
+30
| New | +$1K | ﹤0.01% | 603 |
|