CA
X
Clearstead Advisors’s US Steel X Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,546
| Closed | -$108K | – | 2894 |
|
|
2025
Q1 | $108K | Buy |
2,546
+14
| +0.6% | +$592 | ﹤0.01% | 977 |
|
|
2024
Q4 | $86.1K | Sell |
2,532
-193
| -7% | -$6.56K | ﹤0.01% | 1050 |
|
|
2024
Q3 | $96.3K | Hold |
2,725
| – | – | ﹤0.01% | 1034 |
|
|
2024
Q2 | $103K | Hold |
2,725
| – | – | ﹤0.01% | 990 |
|
|
2024
Q1 | $103K | Hold |
2,725
| – | – | 0.01% | 604 |
|
|
2023
Q4 | $133K | Sell |
2,725
-2,725
| -50% | -$133K | 0.01% | 523 |
|
|
2023
Q3 | $177K | Buy |
5,450
+2,725
| +100% | +$88.5K | 0.01% | 594 |
|
|
2023
Q2 | $68.2K | Hold |
2,725
| – | – | ﹤0.01% | 663 |
|
|
2023
Q1 | $71.1K | Hold |
2,725
| – | – | 0.01% | 583 |
|
|
2022
Q4 | $68.3K | Hold |
2,725
| – | – | 0.01% | 572 |
|
|
2022
Q3 | $49K | Hold |
2,725
| – | – | ﹤0.01% | 610 |
|
|
2022
Q2 | $49K | Sell |
2,725
-300
| -10% | -$5.39K | ﹤0.01% | 624 |
|
|
2022
Q1 | $114K | Hold |
3,025
| – | – | 0.01% | 519 |
|
|
2021
Q4 | $72K | Hold |
3,025
| – | – | ﹤0.01% | 593 |
|
|
2021
Q3 | $66K | Hold |
3,025
| – | – | ﹤0.01% | 564 |
|
|
2021
Q2 | $73K | Hold |
3,025
| – | – | 0.01% | 502 |
|
|
2021
Q1 | $79K | Hold |
3,025
| – | – | 0.01% | 478 |
|
|
2020
Q4 | $51K | Hold |
3,025
| – | – | ﹤0.01% | 511 |
|
|
2020
Q3 | $22K | Buy |
3,025
+2,332
| +337% | +$17K | ﹤0.01% | 575 |
|
|
2020
Q2 | $5K | Buy |
693
+174
| +34% | +$1.26K | ﹤0.01% | 680 |
|
|
2020
Q1 | $3K | Buy |
+519
| New | +$3K | ﹤0.01% | 703 |
|
|
2018
Q4 | – | Sell |
-6,749
| Closed | -$206K | – | 262 |
|
|
2018
Q3 | $206K | Buy |
+6,749
| New | +$206K | 0.03% | 220 |
|