Forum Financial Management’s US Steel X Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-6,034
| Closed | -$255K | – | 987 |
|
|
2025
Q1 | $255K | Sell |
6,034
-1,017
| -14% | -$43K | ﹤0.01% | 682 |
|
|
2024
Q4 | $240K | Buy |
7,051
+490
| +7% | +$16.7K | ﹤0.01% | 753 |
|
|
2024
Q3 | $232K | Buy |
6,561
+1
| +0% | +$35 | ﹤0.01% | 648 |
|
|
2024
Q2 | $248K | Buy |
6,560
+200
| +3% | +$7.56K | ﹤0.01% | 561 |
|
|
2024
Q1 | $259K | Hold |
6,360
| – | – | ﹤0.01% | 567 |
|
|
2023
Q4 | $309K | Hold |
6,360
| – | – | 0.01% | 441 |
|
|
2023
Q3 | $207K | Buy |
+6,360
| New | +$207K | ﹤0.01% | 580 |
|
|
2022
Q2 | – | Sell |
-5,476
| Closed | -$206K | – | 668 |
|
|
2022
Q1 | $206K | Buy |
+5,476
| New | +$206K | 0.01% | 557 |
|