Dynamic Advisor Solutions’s US Steel X Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-9,468
| Closed | -$357K | – | 781 |
|
|
2022
Q1 | $357K | Buy |
+9,468
| New | +$357K | 0.02% | 512 |
|
|
2021
Q4 | – | Sell |
-11,089
| Closed | -$244K | – | 795 |
|
|
2021
Q3 | $244K | Sell |
11,089
-296
| -3% | -$6.51K | 0.02% | 638 |
|
|
2021
Q2 | $273K | Sell |
11,385
-16,961
| -60% | -$407K | 0.02% | 575 |
|
|
2021
Q1 | $742K | Buy |
28,346
+4,864
| +21% | +$127K | 0.07% | 294 |
|
|
2020
Q4 | $394K | Sell |
23,482
-49,168
| -68% | -$825K | 0.04% | 424 |
|
|
2020
Q3 | $533K | Buy |
72,650
+6,713
| +10% | +$49.3K | 0.06% | 298 |
|
|
2020
Q2 | $476K | Buy |
65,937
+5,069
| +8% | +$36.6K | 0.06% | 284 |
|
|
2020
Q1 | $384K | Buy |
+60,868
| New | +$384K | 0.07% | 286 |
|
|
2018
Q1 | – | Sell |
-5,729
| Closed | -$202K | – | 385 |
|
|
2017
Q4 | $202K | Buy |
+5,729
| New | +$202K | 0.07% | 239 |
|