Edge 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
2022 Q1	–	Sell	-1,370	Closed	-$33K	–	463
2021 Q4	$33K	Hold	1,370	–	–	0.01%	211
2021 Q3	$30K	Buy	1,370 +1,000	+270%	+$21.9K	0.01%	224
2021 Q2	$9K	Hold	370	–	–	﹤0.01%	317
2021 Q1	$10K	Hold	370	–	–	﹤0.01%	304
2020 Q4	$6K	Sell	370 -300	-45%	-$4.87K	﹤0.01%	295
2020 Q3	$5K	Hold	670	–	–	﹤0.01%	359
2020 Q2	$5K	Buy	670 +370	+123%	+$2.76K	﹤0.01%	556
2020 Q1	$2K	Hold	300	–	–	﹤0.01%	554
2019 Q4	$3K	Hold	300	–	–	﹤0.01%	521
2019 Q3	$3K	Sell	300 -50	-14%	-$500	﹤0.01%	512
2019 Q2	$5K	Hold	350	–	–	﹤0.01%	482
2019 Q1	$7K	Hold	350	–	–	﹤0.01%	440
2018 Q4	$6K	Hold	350	–	–	﹤0.01%	456
2018 Q3	$11K	Hold	350	–	–	﹤0.01%	423
2018 Q2	$12K	Hold	350	–	–	﹤0.01%	403
2018 Q1	$12K	Hold	350	–	–	﹤0.01%	360
2017 Q4	$12K	Hold	350	–	–	﹤0.01%	359
2017 Q3	$9K	Hold	350	–	–	﹤0.01%	388
2017 Q2	$8K	Hold	350	–	–	﹤0.01%	384
2017 Q1	$12K	Hold	350	–	–	﹤0.01%	327
2016 Q4	$12K	Buy	350 +300	+600%	+$10.3K	﹤0.01%	321
2016 Q3	$1K	Hold	50	–	–	﹤0.01%	458
2016 Q2	$1K	Hold	50	–	–	﹤0.01%	442
2016 Q1	$1K	Hold	50	–	–	﹤0.01%	430
2015 Q4	$1K	Sell	50 -250	-83%	-$5K	﹤0.01%	444
2015 Q3	$3K	Hold	300	–	–	﹤0.01%	378
2015 Q2	$6K	Hold	300	–	–	﹤0.01%	337
2015 Q1	$7K	Hold	300	–	–	﹤0.01%	325
2014 Q4	$8K	Sell	300 -4	-1%	-$107	﹤0.01%	319
2014 Q3	$12K	Buy	304 +239	+368%	+$9.43K	﹤0.01%	298
2014 Q2	$2K	Sell	65 -25,000	-100%	-$769K	﹤0.01%	358
2014 Q1	$692K	Buy	25,065 +25,000	+38,462%	+$690K	0.29%	45
2013 Q4	$2K	Hold	65	–	–	﹤0.01%	329
2013 Q3	$1K	Buy	+65	New	+$1K	﹤0.01%	326