EWM
X
EPG Wealth Management’s US Steel X Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-11,178
| Closed | -$280K | – | 437 |
|
|
2023
Q2 | $280K | Buy |
11,178
+9
| +0.1% | +$225 | 0.08% | 196 |
|
|
2023
Q1 | $292K | Sell |
11,169
-1,792
| -14% | -$46.8K | 0.09% | 187 |
|
|
2022
Q4 | $325K | Buy |
12,961
+8
| +0.1% | +$200 | 0.12% | 150 |
|
|
2022
Q3 | $235K | Buy |
12,953
+9
| +0.1% | +$163 | 0.1% | 182 |
|
|
2022
Q2 | $232K | Sell |
12,944
-1,308
| -9% | -$23.4K | 0.1% | 190 |
|
|
2022
Q1 | $538K | Buy |
14,252
+408
| +3% | +$15.4K | 0.19% | 108 |
|
|
2021
Q4 | $330K | Buy |
13,844
+2,065
| +18% | +$49.2K | 0.12% | 158 |
|
|
2021
Q3 | $259K | Buy |
11,779
+2,356
| +25% | +$51.8K | 0.1% | 174 |
|
|
2021
Q2 | $226K | Buy |
+9,423
| New | +$226K | 0.1% | 187 |
|
|
2020
Q2 | – | Sell |
-1,000
| Closed | -$6K | – | 791 |
|
|
2020
Q1 | $6K | Buy |
+1,000
| New | +$6K | ﹤0.01% | 573 |
|