ERTS Wealth Advisors’s Cleveland-Cliffs CLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-10,044
| Closed | -$94.4K | – | 82 |
|
|
2024
Q4 | $94.4K | Sell |
10,044
-330
| -3% | -$3.1K | 0.02% | 85 |
|
|
2024
Q3 | $132K | Sell |
10,374
-197
| -2% | -$2.52K | 0.02% | 86 |
|
|
2024
Q2 | $163K | Sell |
10,571
-412
| -4% | -$6.34K | 0.03% | 88 |
|
|
2024
Q1 | $250K | Hold |
10,983
| – | – | 0.05% | 82 |
|
|
2023
Q4 | $224K | Sell |
10,983
-95
| -0.9% | -$1.94K | 0.05% | 84 |
|
|
2023
Q3 | $173K | Hold |
11,078
| – | – | 0.04% | 82 |
|
|
2023
Q2 | $186K | Sell |
11,078
-10
| -0.1% | -$168 | 0.04% | 91 |
|
|
2023
Q1 | $203K | Hold |
11,088
| – | – | 0.05% | 89 |
|
|
2022
Q4 | $179K | Sell |
11,088
-105
| -0.9% | -$1.69K | 0.05% | 91 |
|
|
2022
Q3 | $151K | Hold |
11,193
| – | – | 0.04% | 84 |
|
|
2022
Q2 | $172K | Sell |
11,193
-400
| -3% | -$6.15K | 0.05% | 88 |
|
|
2022
Q1 | $373K | Sell |
11,593
-1,040
| -8% | -$33.5K | 0.1% | 56 |
|
|
2021
Q4 | $275K | Buy |
12,633
+398
| +3% | +$8.66K | 0.07% | 71 |
|
|
2021
Q3 | $242K | Sell |
12,235
-950
| -7% | -$18.8K | 0.06% | 76 |
|
|
2021
Q2 | $284K | Sell |
13,185
-501
| -4% | -$10.8K | 0.08% | 68 |
|
|
2021
Q1 | $275K | Hold |
13,686
| – | – | 0.08% | 72 |
|
|
2020
Q4 | $199K | Hold |
13,686
| – | – | 0.06% | 78 |
|
|
2020
Q3 | $88K | Buy |
+13,686
| New | +$88K | 0.03% | 74 |
|
|
2020
Q2 | – | Sell |
-13,349
| Closed | -$53K | – | 76 |
|
|
2020
Q1 | $53K | Sell |
13,349
-525
| -4% | -$2.08K | 0.03% | 76 |
|
|
2019
Q4 | $117K | Buy |
13,874
+443
| +3% | +$3.74K | 0.05% | 84 |
|
|
2019
Q3 | $97K | Buy |
13,431
+19
| +0.1% | +$137 | 0.05% | 80 |
|
|
2019
Q2 | $143K | Sell |
13,412
-584
| -4% | -$6.23K | 0.08% | 83 |
|
|
2019
Q1 | $140K | Buy |
13,996
+91
| +0.7% | +$910 | 0.08% | 84 |
|
|
2018
Q4 | $107K | Buy |
+13,905
| New | +$107K | 0.08% | 114 |
|