Carolina Wealth Advisors’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 |
-23
| Closed | -$972 | – | 311 |
|
|
2025
Q1 | $972 | Hold |
23
| – | – | ﹤0.01% | 251 |
|
|
2024
Q4 | $782 | Sell |
23
-2,378
| -99% | -$80.9K | ﹤0.01% | 271 |
|
|
2024
Q3 | $84.8K | Buy |
2,401
+56
| +2% | +$1.98K | 0.04% | 82 |
|
|
2024
Q2 | $88.6K | Buy |
2,345
+154
| +7% | +$5.82K | 0.04% | 74 |
|
|
2024
Q1 | $89.3K | Hold |
2,191
| – | – | 0.05% | 80 |
|
|
2023
Q4 | $107K | Hold |
2,191
| – | – | 0.06% | 82 |
|
|
2023
Q3 | $71.2K | Sell |
2,191
-131
| -6% | -$4.26K | 0.04% | 105 |
|
|
2023
Q2 | $58.1K | Buy |
2,322
+13
| +0.6% | +$325 | 0.03% | 98 |
|
|
2023
Q1 | $60.3K | Sell |
2,309
-15,111
| -87% | -$394K | 0.04% | 99 |
|
|
2022
Q4 | $436K | Buy |
17,420
+258
| +2% | +$6.46K | 0.27% | 44 |
|
|
2022
Q3 | $311K | Buy |
17,162
+1,256
| +8% | +$22.8K | 0.24% | 49 |
|
|
2022
Q2 | $285K | Sell |
15,906
-859
| -5% | -$15.4K | 0.19% | 63 |
|
|
2022
Q1 | $633K | Buy |
16,765
+5,489
| +49% | +$207K | 0.4% | 33 |
|
|
2021
Q4 | $268K | Buy |
11,276
+2,536
| +29% | +$60.3K | 0.15% | 51 |
|
|
2021
Q3 | $192K | Buy |
8,740
+1,497
| +21% | +$32.9K | 0.13% | 63 |
|
|
2021
Q2 | $174K | Buy |
7,243
+1,629
| +29% | +$39.1K | 0.12% | 59 |
|
|
2021
Q1 | $147K | Buy |
+5,614
| New | +$147K | 0.11% | 52 |
|