Charles Schwab’s U.S. Xpress Enterprises, Inc. Class A Common Stock USX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-84,833
| Closed | -$521K | – | 3705 |
|
|
2023
Q2 | $521K | Buy |
84,833
+62,836
| +286% | +$386K | ﹤0.01% | 3037 |
|
|
2023
Q1 | $131K | Buy |
+21,997
| New | +$131K | ﹤0.01% | 3217 |
|
|
2022
Q2 | – | Sell |
-69,332
| Closed | -$270K | – | 3689 |
|
|
2022
Q1 | $270K | Hold |
69,332
| – | – | ﹤0.01% | 3240 |
|
|
2021
Q4 | $407K | Buy |
69,332
+3,952
| +6% | +$23.2K | ﹤0.01% | 3211 |
|
|
2021
Q3 | $565K | Hold |
65,380
| – | – | ﹤0.01% | 3107 |
|
|
2021
Q2 | $563K | Buy |
65,380
+10,169
| +18% | +$87.6K | ﹤0.01% | 3130 |
|
|
2021
Q1 | $649K | Hold |
55,211
| – | – | ﹤0.01% | 2997 |
|
|
2020
Q4 | $378K | Sell |
55,211
-30,679
| -36% | -$210K | ﹤0.01% | 3079 |
|
|
2020
Q3 | $710K | Buy |
85,890
+21,725
| +34% | +$180K | ﹤0.01% | 2773 |
|
|
2020
Q2 | $385K | Buy |
64,165
+18,006
| +39% | +$108K | ﹤0.01% | 2939 |
|
|
2020
Q1 | $155K | Hold |
46,159
| – | – | ﹤0.01% | 3058 |
|
|
2019
Q4 | $233K | Hold |
46,159
| – | – | ﹤0.01% | 3018 |
|
|
2019
Q3 | $223K | Buy |
46,159
+265
| +0.6% | +$1.28K | ﹤0.01% | 3027 |
|
|
2019
Q2 | $236K | Hold |
45,894
| – | – | ﹤0.01% | 3063 |
|
|
2019
Q1 | $304K | Buy |
45,894
+1,084
| +2% | +$7.18K | ﹤0.01% | 2936 |
|
|
2018
Q4 | $252K | Hold |
44,810
| – | – | ﹤0.01% | 2980 |
|
|
2018
Q3 | $619K | Buy |
+44,810
| New | +$619K | ﹤0.01% | 2770 |
|