EWM
EPG Wealth Management’s Cleveland-Cliffs CLF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $82.4K | Sell |
10,848
-1,949
| -15% | -$14.8K | 0.02% | 208 |
|
|
2025
Q1 | $105K | Buy |
12,797
+700
| +6% | +$5.75K | 0.03% | 254 |
|
|
2024
Q4 | $114K | Sell |
12,097
-4,414
| -27% | -$41.5K | 0.03% | 254 |
|
|
2024
Q3 | $211K | Buy |
+16,511
| New | +$211K | 0.05% | 237 |
|
|
2024
Q2 | – | Sell |
-16,243
| Closed | -$369K | – | 231 |
|
|
2024
Q1 | $369K | Sell |
16,243
-100
| -0.6% | -$2.27K | 0.09% | 196 |
|
|
2023
Q4 | $313K | Buy |
16,343
+198
| +1% | +$3.8K | 0.08% | 199 |
|
|
2023
Q3 | $252K | Buy |
16,145
+1,383
| +9% | +$21.6K | 0.08% | 210 |
|
|
2023
Q2 | $247K | Buy |
14,762
+850
| +6% | +$14.2K | 0.07% | 210 |
|
|
2023
Q1 | $255K | Sell |
13,912
-2,500
| -15% | -$45.8K | 0.08% | 203 |
|
|
2022
Q4 | $264K | Buy |
16,412
+400
| +2% | +$6.44K | 0.1% | 173 |
|
|
2022
Q3 | $216K | Buy |
16,012
+1,000
| +7% | +$13.5K | 0.09% | 193 |
|
|
2022
Q2 | $231K | Sell |
15,012
-1,580
| -10% | -$24.3K | 0.1% | 191 |
|
|
2022
Q1 | $534K | Buy |
16,592
+700
| +4% | +$22.5K | 0.18% | 110 |
|
|
2021
Q4 | $346K | Buy |
15,892
+1,108
| +7% | +$24.1K | 0.12% | 152 |
|
|
2021
Q3 | $293K | Buy |
14,784
+3,565
| +32% | +$70.7K | 0.12% | 159 |
|
|
2021
Q2 | $242K | Buy |
+11,219
| New | +$242K | 0.1% | 176 |
|