BigSur Wealth Management’s Cleveland-Cliffs CLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-14,070
| Closed | -$180K | – | 153 |
|
|
2024
Q3 | $180K | Hold |
14,070
| – | – | 0.05% | 149 |
|
|
2024
Q2 | $217K | Hold |
14,070
| – | – | 0.07% | 140 |
|
|
2024
Q1 | $320K | Buy |
+14,070
| New | +$320K | 0.1% | 125 |
|
|
2022
Q2 | – | Sell |
-19,000
| Closed | -$612K | – | 138 |
|
|
2022
Q1 | $612K | Hold |
19,000
| – | – | 0.24% | 83 |
|
|
2021
Q4 | $414K | Buy |
+19,000
| New | +$414K | 0.16% | 94 |
|