Halpern Financial’s US Steel X Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-20
| Closed | -$838 | – | 249 |
|
|
2024
Q1 | $838 | Hold |
20
| – | – | ﹤0.01% | 197 |
|
|
2023
Q4 | $957 | Hold |
20
| – | – | ﹤0.01% | 230 |
|
|
2023
Q3 | $650 | Hold |
20
| – | – | ﹤0.01% | 200 |
|
|
2023
Q2 | $500 | Hold |
20
| – | – | ﹤0.01% | 243 |
|
|
2023
Q1 | $522 | Hold |
20
| – | – | ﹤0.01% | 171 |
|
|
2022
Q4 | $501 | Hold |
20
| – | – | ﹤0.01% | 180 |
|
|
2022
Q3 | $362 | Hold |
20
| – | – | ﹤0.01% | 195 |
|
|
2022
Q2 | $358 | Hold |
20
| – | – | ﹤0.01% | 303 |
|
|
2022
Q1 | $755 | Hold |
20
| – | – | ﹤0.01% | 211 |
|
|
2021
Q4 | $476 | Hold |
20
| – | – | ﹤0.01% | 241 |
|
|
2021
Q3 | $439 | Hold |
20
| – | – | ﹤0.01% | 249 |
|
|
2021
Q2 | $480 | Hold |
20
| – | – | ﹤0.01% | 236 |
|
|
2021
Q1 | $523 | Hold |
20
| – | – | ﹤0.01% | 241 |
|
|
2020
Q4 | $335 | Buy |
+20
| New | +$335 | ﹤0.01% | 197 |
|