CFA
X
Capstone Financial Advisors’s US Steel X Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-13,079
| Closed | -$219K | – | 141 |
|
|
2020
Q4 | $219K | Sell |
13,079
-149
| -1% | -$2.5K | 0.02% | 97 |
|
|
2020
Q3 | $97K | Buy |
13,228
+503
| +4% | +$3.69K | 0.01% | 103 |
|
|
2020
Q2 | $92K | Buy |
12,725
+2,425
| +24% | +$17.5K | 0.01% | 94 |
|
|
2020
Q1 | $65K | Buy |
+10,300
| New | +$65K | 0.01% | 84 |
|