Capstone Financial Advisors’s U.S. Xpress Enterprises, Inc. Class A Common Stock USX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-20,000
| Closed | -$36.2K | – | 145 |
|
|
2022
Q4 | $36.2K | Hold |
20,000
| – | – | ﹤0.01% | 129 |
|
|
2022
Q3 | $49K | Hold |
20,000
| – | – | ﹤0.01% | 121 |
|
|
2022
Q2 | $54K | Hold |
20,000
| – | – | ﹤0.01% | 123 |
|
|
2022
Q1 | $78K | Buy |
+20,000
| New | +$78K | 0.01% | 129 |
|
|
2020
Q2 | – | Sell |
-10,000
| Closed | -$33K | – | 111 |
|
|
2020
Q1 | $33K | Hold |
10,000
| – | – | ﹤0.01% | 88 |
|
|
2019
Q4 | $50K | Hold |
10,000
| – | – | 0.01% | 99 |
|
|
2019
Q3 | $48K | Buy |
+10,000
| New | +$48K | 0.01% | 94 |
|