Global Retirement Partners’s US Steel X Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $307K | Buy |
9,025
+5,035
| +126% | +$186K | 0.01% | 794 |
|
|
2024
Q3 | $141K | Buy |
3,990
+68
| +2% | +$2.59K | ﹤0.01% | 1070 |
|
|
2024
Q2 | $148K | Sell |
3,922
-35
| -0.9% | -$1.33K | ﹤0.01% | 1013 |
|
|
2024
Q1 | $161K | Buy |
3,957
+1,219
| +45% | +$55.8K | 0.01% | 873 |
|
|
2023
Q4 | $129K | Sell |
2,738
-324
| -11% | -$11.8K | 0.01% | 921 |
|
|
2023
Q3 | $99.9K | Buy |
3,062
+99
| +3% | +$2.78K | 0.01% | 934 |
|
|
2023
Q2 | $74.1K | Buy |
2,963
+17
| +0.6% | +$396 | ﹤0.01% | 1077 |
|
|
2023
Q1 | $64.1K | Buy |
2,946
+795
| +37% | +$22.1K | ﹤0.01% | 1124 |
|
|
2022
Q4 | $53.9K | Buy |
2,151
+46
| +2% | +$1.06K | ﹤0.01% | 1058 |
|
|
2022
Q3 | $43K | Sell |
2,105
-3,102
| -60% | -$66.3K | ﹤0.01% | 1078 |
|
|
2022
Q2 | $93K | Sell |
5,207
-1,004
| -16% | -$27.4K | 0.01% | 774 |
|
|
2022
Q1 | $151K | Buy |
+6,211
| New | +$168K | 0.01% | 622 |
|
|
2021
Q4 | – | Sell |
-6,000
| Closed | -$132K | – | 1836 |
|
|
2021
Q3 | $132K | Hold |
6,000
| – | – | 0.01% | 572 |
|
|
2021
Q2 | $144K | Hold |
6,000
| – | – | 0.01% | 536 |
|
|
2021
Q1 | $157K | Hold |
6,000
| – | – | 0.02% | 457 |
|
|
2020
Q4 | $101K | Hold |
6,000
| – | – | 0.01% | 530 |
|
|
2020
Q3 | $44K | Sell |
6,000
-1,001
| -14% | -$7.58K | 0.01% | 676 |
|
|
2020
Q2 | $51K | Buy |
7,001
+1
| +0% | +$8 | 0.01% | 638 |
|
|
2020
Q1 | $44K | Buy |
7,000
+2,000
| +40% | +$16.8K | 0.01% | 600 |
|
|
2019
Q4 | $57K | Buy |
5,000
+3,000
| +150% | +$37.2K | 0.01% | 615 |
|
|
2019
Q3 | $23K | Hold |
2,000
| – | – | ﹤0.01% | 860 |
|
|
2019
Q2 | $31K | Buy |
+2,000
| New | +$30.8K | 0.01% | 745 |
|
|
2018
Q1 | – | Sell |
-710
| Closed | -$25K | – | 1547 |
|
|
2017
Q4 | $25K | Buy |
710
+168
| +31% | +$4.88K | 0.01% | 669 |
|
|
2017
Q3 | $14K | Hold |
542
| – | – | 0.01% | 736 |
|
|
2017
Q2 | $12K | Hold |
542
| – | – | 0.01% | 743 |
|
|
2017
Q1 | $18K | Buy |
+542
| New | +$19.3K | 0.01% | 592 |
|
Other funds holding X
PCM
DSC
KL
