FWM
X
Frontier Wealth Management’s US Steel X Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-6,129
| Closed | -$216K | – | 416 |
|
|
2017
Q4 | $216K | Buy |
+6,129
| New | +$216K | 0.03% | 321 |
|
|
2015
Q4 | – | Sell |
-10,069
| Closed | -$105K | – | 365 |
|
|
2015
Q3 | $105K | Buy |
10,069
+164
| +2% | +$1.71K | 0.02% | 327 |
|
|
2015
Q2 | $204K | Buy |
9,905
+987
| +11% | +$20.3K | 0.03% | 311 |
|
|
2015
Q1 | $218K | Buy |
+8,918
| New | +$218K | 0.04% | 275 |
|