Creative Planning’s U.S. Xpress Enterprises, Inc. Class A Common Stock USX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-20,001
| Closed | -$123K | – | 2964 |
|
|
2023
Q2 | $123K | Hold |
20,001
| – | – | ﹤0.01% | 2300 |
|
|
2023
Q1 | $119K | Buy |
+20,001
| New | +$119K | ﹤0.01% | 2213 |
|
|
2022
Q1 | – | Sell |
-10,338
| Closed | -$61K | – | 2387 |
|
|
2021
Q4 | $61K | Hold |
10,338
| – | – | ﹤0.01% | 1984 |
|
|
2021
Q3 | $89K | Hold |
10,338
| – | – | ﹤0.01% | 1948 |
|
|
2021
Q2 | $89K | Buy |
+10,338
| New | +$89K | ﹤0.01% | 1870 |
|