Clear Perspective Advisors’s US Steel X Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-1,000
| Closed | -$35K | – | 448 |
|
|
2018
Q2 | $35K | Hold |
1,000
| – | – | 0.02% | 276 |
|
|
2018
Q1 | $35K | Sell |
1,000
-100
| -9% | -$3.5K | 0.03% | 262 |
|
|
2017
Q4 | $39K | Hold |
1,100
| – | – | 0.03% | 251 |
|
|
2017
Q3 | $28K | Buy |
1,100
+100
| +10% | +$2.55K | 0.02% | 266 |
|
|
2017
Q2 | $22K | Hold |
1,000
| – | – | 0.02% | 284 |
|
|
2017
Q1 | $34K | Hold |
1,000
| – | – | 0.02% | 241 |
|
|
2016
Q4 | $33K | Buy |
+1,000
| New | +$33K | 0.02% | 237 |
|