Cerity Partners’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 |
-9,638
| Closed | -$407K | – | 2764 |
|
|
2025
Q1 | $407K | Sell |
9,638
-1,167
| -11% | -$49.3K | ﹤0.01% | 1873 |
|
|
2024
Q4 | $379K | Sell |
10,805
-1,808
| -14% | -$63.4K | ﹤0.01% | 1918 |
|
|
2024
Q3 | $446K | Buy |
12,613
+3,344
| +36% | +$118K | ﹤0.01% | 1834 |
|
|
2024
Q2 | $350K | Sell |
9,269
-3,296
| -26% | -$125K | ﹤0.01% | 1730 |
|
|
2024
Q1 | $512K | Buy |
+12,565
| New | +$512K | ﹤0.01% | 1587 |
|