CWM
X
Centric Wealth Management’s US Steel X Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-95,810
| Closed | -$2.32M | – | 132 |
|
|
2023
Q2 | $2.32M | Buy |
95,810
+7,761
| +9% | +$188K | 0.93% | 27 |
|
|
2023
Q1 | $2.3M | Buy |
+88,049
| New | +$2.3M | 1% | 23 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 199 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 212 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 214 |
|
|
2020
Q3 | – | Sell |
-25,000
| Closed | -$181K | – | 157 |
|
|
2020
Q2 | $181K | Buy |
+25,000
| New | +$181K | 0.09% | 132 |
|