BBWA
X
Bell & Brown Wealth Advisors’s US Steel X Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-11,747
| Closed | -$124K | – | 83 |
|
|
2019
Q4 | $124K | Sell |
11,747
-3,497
| -23% | -$36.9K | 0.09% | 80 |
|
|
2019
Q3 | $184K | Sell |
15,244
-323
| -2% | -$3.9K | 0.15% | 78 |
|
|
2019
Q2 | $238K | Sell |
15,567
-229
| -1% | -$3.5K | 0.21% | 73 |
|
|
2019
Q1 | $308K | Sell |
15,796
-1,542
| -9% | -$30.1K | 0.28% | 73 |
|
|
2018
Q4 | $316K | Sell |
17,338
-6,274
| -27% | -$114K | 0.34% | 68 |
|
|
2018
Q3 | $626K | Buy |
23,612
+906
| +4% | +$24K | 0.58% | 60 |
|
|
2018
Q2 | $789K | Buy |
22,706
+2,563
| +13% | +$89.1K | 0.78% | 52 |
|
|
2018
Q1 | $654K | Sell |
20,143
-3,956
| -16% | -$128K | 0.69% | 58 |
|
|
2017
Q4 | $848K | Buy |
+24,099
| New | +$848K | 0.88% | 50 |
|