Foundations Investment Advisors’s Cleveland-Cliffs CLF Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-44,004
Closed -$562K 847
2024
Q3
$562K Sell
44,004
-11,789
-21% -$151K 0.01% 495
2024
Q2
$859K Sell
55,793
-9,126
-14% -$140K 0.02% 370
2024
Q1
$1.48M Sell
64,919
-7,709
-11% -$175K 0.04% 265
2023
Q4
$1.48M Sell
72,628
-2,104
-3% -$42.8K 0.04% 261
2023
Q3
$1.17M Buy
74,732
+6,770
+10% +$106K 0.04% 270
2023
Q2
$1.14M Buy
67,962
+900
+1% +$15.1K 0.04% 249
2023
Q1
$1.23M Buy
67,062
+450
+0.7% +$8.25K 0.04% 210
2022
Q4
$1.07M Sell
66,612
-10,766
-14% -$173K 0.04% 193
2022
Q3
$1.04M Buy
77,378
+5,741
+8% +$77.3K 0.05% 167
2022
Q2
$1.09M Buy
+71,637
New +$1.09M 0.05% 133