Carson Wealth (CWM LLC)’s US Steel X Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-5,090
| Closed | -$215K | – | 5331 |
|
|
2025
Q1 | $215K | Buy |
5,090
+2,588
| +103% | +$109K | ﹤0.01% | 1876 |
|
|
2024
Q4 | $85K | Sell |
2,502
-1,173
| -32% | -$39.9K | ﹤0.01% | 2395 |
|
|
2024
Q3 | $130K | Sell |
3,675
-181
| -5% | -$6.4K | ﹤0.01% | 2020 |
|
|
2024
Q2 | $146K | Buy |
3,856
+1,360
| +54% | +$51.5K | ﹤0.01% | 1755 |
|
|
2024
Q1 | $102K | Buy |
2,496
+133
| +6% | +$5.44K | ﹤0.01% | 1874 |
|
|
2023
Q4 | $115K | Sell |
2,363
-465
| -16% | -$22.6K | ﹤0.01% | 1673 |
|
|
2023
Q3 | $92K | Buy |
2,828
+957
| +51% | +$31.1K | ﹤0.01% | 1690 |
|
|
2023
Q2 | $47K | Buy |
1,871
+48
| +3% | +$1.21K | ﹤0.01% | 2046 |
|
|
2023
Q1 | $48K | Buy |
1,823
+141
| +8% | +$3.71K | ﹤0.01% | 1900 |
|
|
2022
Q4 | $42K | Buy |
1,682
+352
| +26% | +$8.79K | ﹤0.01% | 1848 |
|
|
2022
Q3 | $24K | Buy |
1,330
+197
| +17% | +$3.56K | ﹤0.01% | 2119 |
|
|
2022
Q2 | $20K | Buy |
1,133
+30
| +3% | +$530 | ﹤0.01% | 2126 |
|
|
2022
Q1 | $42K | Buy |
1,103
+207
| +23% | +$7.88K | ﹤0.01% | 1682 |
|
|
2021
Q4 | $21K | Buy |
+896
| New | +$21K | ﹤0.01% | 1974 |
|
|
2021
Q2 | $176K | Hold |
7,347
| – | – | ﹤0.01% | 940 |
|
|
2021
Q1 | $176K | Hold |
7,347
| – | – | ﹤0.01% | 940 |
|
|
2020
Q4 | $176K | Hold |
7,347
| – | – | ﹤0.01% | 940 |
|
|
2020
Q3 | $176K | Hold |
7,347
| – | – | ﹤0.01% | 940 |
|
|
2020
Q2 | $176K | Hold |
7,347
| – | – | ﹤0.01% | 940 |
|
|
2020
Q1 | $176K | Hold |
7,347
| – | – | ﹤0.01% | 940 |
|
|
2019
Q4 | $176K | Hold |
7,347
| – | – | ﹤0.01% | 940 |
|
|
2019
Q3 | $176K | Hold |
7,347
| – | – | ﹤0.01% | 940 |
|
|
2019
Q2 | $176K | Hold |
7,347
| – | – | ﹤0.01% | 940 |
|
|
2019
Q1 | $176K | Buy |
7,347
+5,339
| +266% | +$128K | ﹤0.01% | 940 |
|
|
2018
Q4 | $37K | Hold |
2,008
| – | – | ﹤0.01% | 957 |
|
|
2018
Q3 | $61K | Hold |
2,008
| – | – | ﹤0.01% | 709 |
|
|
2018
Q2 | $70K | Hold |
2,008
| – | – | ﹤0.01% | 575 |
|
|
2018
Q1 | $71K | Hold |
2,008
| – | – | ﹤0.01% | 499 |
|
|
2017
Q4 | $71K | Hold |
2,008
| – | – | ﹤0.01% | 474 |
|
|
2017
Q3 | $52K | Hold |
2,008
| – | – | ﹤0.01% | 513 |
|
|
2017
Q2 | $44K | Hold |
2,008
| – | – | ﹤0.01% | 499 |
|
|
2017
Q1 | $68K | Hold |
2,008
| – | – | ﹤0.01% | 403 |
|
|
2016
Q4 | $66K | Hold |
2,008
| – | – | ﹤0.01% | 405 |
|
|
2016
Q3 | $38K | Buy |
+2,008
| New | +$38K | ﹤0.01% | 462 |
|
|
2014
Q1 | – | Sell |
-95
| Closed | -$3K | – | 455 |
|
|
2013
Q4 | $3K | Buy |
+95
| New | +$3K | ﹤0.01% | 527 |
|