Connecticut Wealth Management’s US Steel X Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-6,000
| Closed | -$211K | – | 71 |
|
|
2018
Q2 | $211K | Hold |
6,000
| – | – | 0.1% | 63 |
|
|
2018
Q1 | $205K | Hold |
6,000
| – | – | 0.12% | 62 |
|
|
2017
Q4 | $237K | Sell |
6,000
-3,000
| -33% | -$119K | 0.13% | 52 |
|
|
2017
Q3 | $225K | Buy |
+9,000
| New | +$225K | 0.13% | 58 |
|
|
2017
Q2 | – | Sell |
-9,000
| Closed | -$294K | – | 64 |
|
|
2017
Q1 | $294K | Sell |
9,000
-1,000
| -10% | -$32.7K | 0.18% | 51 |
|
|
2016
Q4 | $352K | Hold |
10,000
| – | – | 0.22% | 43 |
|
|
2016
Q3 | $175K | Buy |
+10,000
| New | +$175K | 0.13% | 56 |
|