Edge Wealth Management’s US Steel X Stock Holding History

Edge Wealth Management’s Portfolio X Stock Details X Fund Activity

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Soroban Capital Partners New York $14B AUM 21.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return

Two Sigma Investments

Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Two Sigma Advisers

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return