Edge Wealth Management’s US Steel X Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,370
| Closed | -$33K | – | 464 |
|
|
2021
Q4 | $33K | Hold |
1,370
| – | – | 0.01% | 211 |
|
|
2021
Q3 | $30K | Buy |
1,370
+1,000
| +270% | +$25K | 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% | -$3.73K | ﹤0.01% | 295 |
|
|
2020
Q3 | $5K | Hold |
670
| – | – | ﹤0.01% | 359 |
|
|
2020
Q2 | $5K | Buy |
670
+370
| +123% | +$2.89K | ﹤0.01% | 560 |
|
|
2020
Q1 | $2K | Hold |
300
| – | – | ﹤0.01% | 556 |
|
|
2019
Q4 | $3K | Hold |
300
| – | – | ﹤0.01% | 523 |
|
|
2019
Q3 | $3K | Sell |
300
-50
| -14% | -$644 | ﹤0.01% | 518 |
|
|
2019
Q2 | $5K | Hold |
350
| – | – | ﹤0.01% | 490 |
|
|
2019
Q1 | $7K | Hold |
350
| – | – | ﹤0.01% | 445 |
|
|
2018
Q4 | $6K | Hold |
350
| – | – | ﹤0.01% | 458 |
|
|
2018
Q3 | $11K | Hold |
350
| – | – | ﹤0.01% | 426 |
|
|
2018
Q2 | $12K | Hold |
350
| – | – | ﹤0.01% | 406 |
|
|
2018
Q1 | $12K | Hold |
350
| – | – | ﹤0.01% | 366 |
|
|
2017
Q4 | $12K | Hold |
350
| – | – | ﹤0.01% | 361 |
|
|
2017
Q3 | $9K | Hold |
350
| – | – | ﹤0.01% | 390 |
|
|
2017
Q2 | $8K | Hold |
350
| – | – | ﹤0.01% | 396 |
|
|
2017
Q1 | $12K | Hold |
350
| – | – | ﹤0.01% | 335 |
|
|
2016
Q4 | $12K | Buy |
350
+300
| +600% | +$8.02K | ﹤0.01% | 321 |
|
|
2016
Q3 | $1K | Hold |
50
| – | – | ﹤0.01% | 464 |
|
|
2016
Q2 | $1K | Hold |
50
| – | – | ﹤0.01% | 446 |
|
|
2016
Q1 | $1K | Hold |
50
| – | – | ﹤0.01% | 430 |
|
|
2015
Q4 | $1K | Sell |
50
-250
| -83% | -$2.46K | ﹤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% | -$133 | ﹤0.01% | 318 |
|
|
2014
Q3 | $12K | Buy |
304
+239
| +368% | +$8.38K | ﹤0.01% | 298 |
|
|
2014
Q2 | $2K | Sell |
65
-25,000
| -100% | -$639K | ﹤0.01% | 358 |
|
|
2014
Q1 | $692K | Buy |
25,065
+25,000
| +38,462% | +$655K | 0.29% | 45 |
|
|
2013
Q4 | $2K | Hold |
65
| – | – | ﹤0.01% | 329 |
|
|
2013
Q3 | $1K | Buy |
+65
| New | +$1.22K | ﹤0.01% | 326 |
|
Other funds holding X
SCP
Edge Wealth Management's X Position: Q1 2022 in Review
Edge Wealth Management sold out of US Steel (X) in Q1 2022, closing a stake of 1,370 shares — an estimated $33K sold.
Edge Wealth Management first reported a position in X in Q3 2013 and held it in 34 quarters. The position peaked at $692K in Q1 2014. 452 funds tracked by Wall St. Rank hold X as of Q1 2022.
- Edge Wealth Management reported no remaining US Steel position as of Q1 2022 after selling out during the quarter.
- Edge Wealth Management sold 1,370 US Steel shares in Q1 2022, an estimated $33K.
- Edge Wealth Management first reported a position in US Steel in Q3 2013 and held it in 34 quarters.
- Edge Wealth Management's US Steel position peaked at $692K in Q1 2014.
- 452 funds tracked by Wall St. Rank held US Steel as of Q1 2022.
Based on Edge Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.