HL Financial Services’s US Steel X Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $609K | Buy |
31,235
+2,215
| +8% | +$47.1K | 0.01% | 469 |
|
|
2018
Q4 | $529K | Sell |
29,020
-2,460
| -8% | -$61.6K | 0.01% | 477 |
|
|
2018
Q3 | $960K | Hold |
31,480
| – | – | 0.01% | 390 |
|
|
2018
Q2 | $1.09M | Buy |
31,480
+205
| +0.7% | +$7.33K | 0.02% | 353 |
|
|
2018
Q1 | $1.1M | Buy |
31,275
+7,050
| +29% | +$278K | 0.02% | 346 |
|
|
2017
Q4 | $852K | Sell |
24,225
-4,870
| -17% | -$142K | 0.02% | 335 |
|
|
2017
Q3 | $747K | Sell |
29,095
-975
| -3% | -$23.9K | 0.01% | 411 |
|
|
2017
Q2 | $666K | Buy |
+30,070
| New | +$713K | 0.01% | 414 |
|
|
2017
Q1 | – | Sell |
-21,775
| Closed | -$719K | – | 703 |
|
|
2016
Q4 | $719K | Sell |
21,775
-410
| -2% | -$11K | 0.02% | 383 |
|
|
2016
Q3 | $418K | Buy |
22,185
+3,310
| +18% | +$68.3K | 0.01% | 470 |
|
|
2016
Q2 | $318K | Sell |
18,875
-500
| -3% | -$8.4K | 0.01% | 524 |
|
|
2016
Q1 | $311K | Buy |
+19,375
| New | +$193K | 0.01% | 522 |
|
|
2015
Q3 | – | Sell |
-9,700
| Closed | -$200K | – | 679 |
|
|
2015
Q2 | $200K | Sell |
9,700
-185
| -2% | -$4.54K | 0.01% | 642 |
|
|
2015
Q1 | $241K | Sell |
9,885
-1,160
| -11% | -$27.5K | 0.01% | 610 |
|
|
2014
Q4 | $295K | Buy |
+11,045
| New | +$368K | 0.01% | 555 |
|
|
2014
Q3 | – | Sell |
-19,320
| Closed | -$503K | – | 704 |
|
|
2014
Q2 | $503K | Hold |
19,320
| – | – | 0.01% | 409 |
|
|
2014
Q1 | $533K | Sell |
19,320
-400
| -2% | -$10.5K | 0.02% | 384 |
|
|
2013
Q4 | $582K | Sell |
19,720
-435
| -2% | -$11.2K | 0.02% | 353 |
|
|
2013
Q3 | $415K | Sell |
20,155
-990
| -5% | -$18.6K | 0.01% | 395 |
|
|
2013
Q2 | $371K | Buy |
+21,145
| New | +$374K | 0.01% | 390 |
|
Other funds holding X
PC
CS
