DWP
Daymark Wealth Partners’s Cleveland-Cliffs CLF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-16,750
| Closed | -$157K | – | 504 |
|
|
2024
Q4 | $157K | Sell |
16,750
-4,685
| -22% | -$44K | 0.01% | 488 |
|
|
2024
Q3 | $274K | Buy |
21,435
+3,535
| +20% | +$45.1K | 0.01% | 440 |
|
|
2024
Q2 | $275K | Buy |
17,900
+250
| +1% | +$3.85K | 0.01% | 412 |
|
|
2024
Q1 | $401K | Buy |
17,650
+500
| +3% | +$11.4K | 0.02% | 295 |
|
|
2023
Q4 | $350K | Buy |
17,150
+1,500
| +10% | +$30.6K | 0.02% | 296 |
|
|
2023
Q3 | $245K | Buy |
15,650
+2,877
| +23% | +$45K | 0.02% | 334 |
|
|
2023
Q2 | $214K | Buy |
+12,773
| New | +$214K | 0.02% | 347 |
|