CWP
Concord Wealth Partners’s Cleveland-Cliffs CLF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $76.5K | Sell |
10,068
-2,932
| -23% | -$22.3K | 0.01% | 291 |
|
|
2025
Q1 | $107K | Hold |
13,000
| – | – | 0.02% | 239 |
|
|
2024
Q4 | $122K | Buy |
+13,000
| New | +$122K | 0.02% | 235 |
|
|
2023
Q1 | – | Sell |
-58
| Closed | -$934 | – | 1035 |
|
|
2022
Q4 | $934 | Buy |
+58
| New | +$934 | ﹤0.01% | 1074 |
|
|
2021
Q1 | – | Sell |
-100
| Closed | -$1K | – | 1006 |
|
|
2020
Q4 | $1K | Buy |
+100
| New | +$1K | ﹤0.01% | 604 |
|