Financial Architects (New Jersey)’s US Steel X Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-300
| Closed | -$5K | – | 1109 |
|
|
2019
Q2 | $5K | Sell |
300
-2,312
| -89% | -$38.5K | ﹤0.01% | 894 |
|
|
2019
Q1 | $51K | Buy |
2,612
+53
| +2% | +$1.04K | 0.01% | 536 |
|
|
2018
Q4 | $47K | Buy |
2,559
+653
| +34% | +$12K | 0.01% | 505 |
|
|
2018
Q3 | $58K | Sell |
1,906
-50
| -3% | -$1.52K | 0.01% | 505 |
|
|
2018
Q2 | $68K | Sell |
1,956
-1,199
| -38% | -$41.7K | 0.01% | 486 |
|
|
2018
Q1 | $111K | Buy |
3,155
+450
| +17% | +$15.8K | 0.02% | 386 |
|
|
2017
Q4 | $95K | Sell |
2,705
-5,899
| -69% | -$207K | 0.02% | 450 |
|
|
2017
Q3 | $221K | Buy |
8,604
+5,701
| +196% | +$146K | 0.04% | 284 |
|
|
2017
Q2 | $64K | Buy |
2,903
+1,702
| +142% | +$37.5K | 0.01% | 531 |
|
|
2017
Q1 | $41K | Sell |
1,201
-1,900
| -61% | -$64.9K | 0.01% | 651 |
|
|
2016
Q4 | $102K | Sell |
3,101
-1,947
| -39% | -$64K | 0.02% | 392 |
|
|
2016
Q3 | $95K | Buy |
5,048
+811
| +19% | +$15.3K | 0.03% | 404 |
|
|
2016
Q2 | $71K | Buy |
+4,237
| New | +$71K | 0.02% | 450 |
|
|
2013
Q4 | – | Sell |
-100
| Closed | -$2K | – | 577 |
|
|
2013
Q3 | $2K | Buy |
+100
| New | +$2K | ﹤0.01% | 700 |
|