CWM
Congress Wealth Management’s Cleveland-Cliffs CLF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $168K | Buy |
22,167
+7,127
| +47% | +$54.2K | ﹤0.01% | 1147 |
|
|
2025
Q1 | $124K | Sell |
15,040
-850
| -5% | -$6.99K | ﹤0.01% | 1048 |
|
|
2024
Q4 | $149K | Sell |
15,890
-29,655
| -65% | -$279K | ﹤0.01% | 865 |
|
|
2024
Q3 | $582K | Buy |
45,545
+16,390
| +56% | +$209K | 0.01% | 608 |
|
|
2024
Q2 | $449K | Buy |
+29,155
| New | +$449K | 0.01% | 549 |
|