Gradient Investments’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
Q3 | – | Sell |
-55
| Closed | -$2.1K | – | 1322 |
|
|
2024
Q2 | $2.1K | Hold |
55
| – | – | ﹤0.01% | 978 |
|
|
2024
Q1 | $2.26K | Sell |
55
-253
| -82% | -$11.6K | ﹤0.01% | 824 |
|
|
2023
Q4 | $15K | Buy |
308
+1
| +0.3% | +$36 | ﹤0.01% | 756 |
|
|
2023
Q3 | $9.98K | Hold |
307
| – | – | ﹤0.01% | 811 |
|
|
2023
Q2 | $7.69K | Hold |
307
| – | – | ﹤0.01% | 861 |
|
|
2023
Q1 | $8.01K | Buy |
307
+1
| +0.3% | +$28 | ﹤0.01% | 855 |
|
|
2022
Q4 | $7.67K | Hold |
306
| – | – | ﹤0.01% | 856 |
|
|
2022
Q3 | $6K | Hold |
306
| – | – | ﹤0.01% | 935 |
|
|
2022
Q2 | $5K | Sell |
306
-2,715
| -90% | -$74.2K | ﹤0.01% | 915 |
|
|
2022
Q1 | $114K | Buy |
3,021
+2,116
| +234% | +$57.3K | ﹤0.01% | 357 |
|
|
2021
Q4 | $22K | Buy |
905
+601
| +198% | +$14.2K | ﹤0.01% | 642 |
|
|
2021
Q3 | $7K | Hold |
304
| – | – | ﹤0.01% | 844 |
|
|
2021
Q2 | $7K | Hold |
304
| – | – | ﹤0.01% | 834 |
|
|
2021
Q1 | $8K | Buy |
304
+50
| +20% | +$987 | ﹤0.01% | 814 |
|
|
2020
Q4 | $2K | Hold |
254
| – | – | ﹤0.01% | 995 |
|
|
2020
Q3 | $2K | Hold |
254
| – | – | ﹤0.01% | 1000 |
|
|
2020
Q2 | $2K | Buy |
254
+1
| +0.4% | +$8 | ﹤0.01% | 927 |
|
|
2020
Q1 | $2K | Hold |
253
| – | – | ﹤0.01% | 944 |
|
|
2019
Q4 | $3K | Buy |
253
+1
| +0.4% | +$12 | ﹤0.01% | 912 |
|
|
2019
Q3 | $3K | Buy |
252
+1
| +0.4% | +$13 | ﹤0.01% | 897 |
|
|
2019
Q2 | $4K | Hold |
251
| – | – | ﹤0.01% | 813 |
|
|
2019
Q1 | $5K | Buy |
251
+6
| +2% | +$128 | ﹤0.01% | 659 |
|
|
2018
Q4 | $4K | Hold |
245
| – | – | ﹤0.01% | 762 |
|
|
2018
Q3 | $7K | Buy |
245
+1
| +0.4% | +$32 | ﹤0.01% | 698 |
|
|
2018
Q2 | $8K | Hold |
244
| – | – | ﹤0.01% | 656 |
|
|
2018
Q1 | $9K | Hold |
244
| – | – | ﹤0.01% | 649 |
|
|
2017
Q4 | $9K | Buy |
+244
| New | +$7.1K | ﹤0.01% | 617 |
|
|
2017
Q3 | – | Sell |
-243
| Closed | -$5K | – | 726 |
|
|
2017
Q2 | $5K | Buy |
243
+24
| +11% | +$569 | ﹤0.01% | 588 |
|
|
2017
Q1 | $7K | Buy |
219
+1
| +0.5% | +$36 | ﹤0.01% | 571 |
|
|
2016
Q4 | $7K | Buy |
218
+14
| +7% | +$374 | ﹤0.01% | 508 |
|
|
2016
Q3 | $4K | Buy |
204
+1
| +0.5% | +$21 | ﹤0.01% | 571 |
|
|
2016
Q2 | $3K | Hold |
203
| – | – | ﹤0.01% | 598 |
|
|
2016
Q1 | $3K | Buy |
+203
| New | +$2.02K | ﹤0.01% | 602 |
|
|
2014
Q3 | – | Sell |
-250
| Closed | -$7K | – | 536 |
|
|
2014
Q2 | $7K | Hold |
250
| – | – | ﹤0.01% | 390 |
|
|
2014
Q1 | $7K | Buy |
250
+150
| +150% | +$3.93K | ﹤0.01% | 377 |
|
|
2013
Q4 | $3K | Sell |
100
-750
| -88% | -$19.3K | ﹤0.01% | 484 |
|
|
2013
Q3 | $18K | Hold |
850
| – | – | 0.01% | 237 |
|
|
2013
Q2 | $15K | Buy |
+850
| New | +$15K | 0.01% | 244 |
|
Other funds holding X
PCM
DSC
KL
