Glassman Wealth Services’s US Steel X Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-113
| Closed | -$5.5K | – | 1861 |
|
|
2023
Q4 | $5.5K | Hold |
113
| – | – | ﹤0.01% | 1044 |
|
|
2023
Q3 | $3.67K | Hold |
113
| – | – | ﹤0.01% | 1161 |
|
|
2023
Q2 | $2.83K | Buy |
113
+34
| +43% | +$850 | ﹤0.01% | 1157 |
|
|
2023
Q1 | $2.06K | Hold |
79
| – | – | ﹤0.01% | 1234 |
|
|
2022
Q4 | $1.98K | Hold |
79
| – | – | ﹤0.01% | 1259 |
|
|
2022
Q3 | $1K | Buy |
79
+25
| +46% | +$316 | ﹤0.01% | 1572 |
|
|
2022
Q2 | $1K | Buy |
54
+6
| +13% | +$111 | ﹤0.01% | 1577 |
|
|
2022
Q1 | $2K | Sell |
48
-195
| -80% | -$8.13K | ﹤0.01% | 1287 |
|
|
2021
Q4 | $6K | Buy |
243
+32
| +15% | +$790 | ﹤0.01% | 955 |
|
|
2021
Q3 | $5K | Buy |
211
+127
| +151% | +$3.01K | ﹤0.01% | 994 |
|
|
2021
Q2 | $2K | Buy |
84
+68
| +425% | +$1.62K | ﹤0.01% | 1196 |
|
|
2021
Q1 | $0 | Hold |
16
| – | – | ﹤0.01% | 1664 |
|
|
2020
Q4 | $0 | Hold |
16
| – | – | ﹤0.01% | 1544 |
|
|
2020
Q3 | $0 | Hold |
16
| – | – | ﹤0.01% | 1518 |
|
|
2020
Q2 | $0 | Sell |
16
-97
| -86% | – | ﹤0.01% | 1580 |
|
|
2020
Q1 | $1K | Buy |
113
+35
| +45% | +$310 | ﹤0.01% | 1026 |
|
|
2019
Q4 | $1K | Buy |
78
+4
| +5% | +$51 | ﹤0.01% | 1080 |
|
|
2019
Q3 | $1K | Buy |
74
+70
| +1,750% | +$946 | ﹤0.01% | 954 |
|
|
2019
Q2 | $0 | Buy |
+4
| New | – | ﹤0.01% | 1399 |
|
|
2018
Q4 | – | Sell |
-11
| Closed | – | – | 999 |
|
|
2018
Q3 | $0 | Sell |
11
-8
| -42% | – | ﹤0.01% | 974 |
|
|
2018
Q2 | $1K | Buy |
19
+3
| +19% | +$158 | ﹤0.01% | 744 |
|
|
2018
Q1 | $1K | Buy |
16
+5
| +45% | +$313 | ﹤0.01% | 685 |
|
|
2017
Q4 | $0 | Buy |
+11
| New | – | ﹤0.01% | 807 |
|