Brinker Capital Investments’s US Steel X Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-4,919
Closed -$208K 2066
2025
Q1
$208K Sell
4,919
-6,454
-57% -$273K ﹤0.01% 1795
2024
Q4
$387K Sell
11,373
-729
-6% -$24.8K ﹤0.01% 1439
2024
Q3
$428K Sell
12,102
-1,287
-10% -$45.5K ﹤0.01% 1393
2024
Q2
$506K Buy
13,389
+7,354
+122% +$278K 0.01% 1270
2024
Q1
$246K Sell
6,035
-517
-8% -$21.1K ﹤0.01% 1535
2023
Q4
$318K Buy
6,552
+290
+5% +$14.1K ﹤0.01% 1387
2023
Q3
$203K Buy
+6,262
New +$203K ﹤0.01% 1550
2017
Q4
Sell
-102
Closed -$3K 621
2017
Q3
$3K Buy
+102
New +$3K ﹤0.01% 539
2016
Q4
Sell
-3
Closed 662
2016
Q3
$0 Buy
+3
New ﹤0.01% 635
2016
Q1
Sell
-5
Closed 700
2015
Q4
$0 Buy
+5
New ﹤0.01% 747