Bison Wealth’s US Steel X Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-10,079
| Closed | -$105K | – | 251 |
|
|
2015
Q3 | $105K | Sell |
10,079
-4,786
| -32% | -$49.9K | 0.07% | 209 |
|
|
2015
Q2 | $307K | Sell |
14,865
-1,022
| -6% | -$21.1K | 0.18% | 155 |
|
|
2015
Q1 | $388K | Sell |
15,887
-447
| -3% | -$10.9K | 0.24% | 133 |
|
|
2014
Q4 | $437K | Buy |
+16,334
| New | +$437K | 0.33% | 99 |
|