Diversified Trust’s US Steel X Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-8,265
| Closed | -$292K | – | 1000 |
|
|
2024
Q3 | $292K | Sell |
8,265
-450
| -5% | -$15.9K | 0.01% | 731 |
|
|
2024
Q2 | $329K | Buy |
8,715
+342
| +4% | +$12.9K | 0.01% | 659 |
|
|
2024
Q1 | $341K | Buy |
8,373
+324
| +4% | +$13.2K | 0.01% | 620 |
|
|
2023
Q4 | $392K | Buy |
+8,049
| New | +$392K | 0.01% | 572 |
|