IHT Wealth Management’s US Steel X Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-10,194
| Closed | -$385K | – | 811 |
|
2022
Q1 | $385K | Sell |
10,194
-7,609
| -43% | -$287K | 0.03% | 497 |
|
2021
Q4 | $424K | Sell |
17,803
-3,689
| -17% | -$87.9K | 0.03% | 486 |
|
2021
Q3 | $472K | Sell |
21,492
-8,164
| -28% | -$179K | 0.04% | 440 |
|
2021
Q2 | $712K | Buy |
29,656
+7,359
| +33% | +$177K | 0.05% | 411 |
|
2021
Q1 | $584K | Buy |
22,297
+8,102
| +57% | +$212K | 0.04% | 405 |
|
2020
Q4 | $238K | Sell |
14,195
-4,070
| -22% | -$68.2K | 0.02% | 633 |
|
2020
Q3 | $134K | Buy |
+18,265
| New | +$134K | 0.01% | 620 |
|
2019
Q4 | – | Sell |
-11,590
| Closed | -$134K | – | 649 |
|
2019
Q3 | $134K | Buy |
+11,590
| New | +$134K | 0.02% | 572 |
|
2019
Q1 | – | Sell |
-10,080
| Closed | -$184K | – | 546 |
|
2018
Q4 | $184K | Buy |
+10,080
| New | +$184K | 0.04% | 434 |
|
2018
Q2 | – | Sell |
-591
| Closed | -$20K | – | 1386 |
|
2018
Q1 | $20K | Hold |
591
| – | – | 0.01% | 991 |
|
2017
Q4 | $23K | Buy |
+591
| New | +$23K | 0.01% | 948 |
|
2017
Q3 | – | Sell |
-133
| Closed | -$30 | – | 1541 |
|
2017
Q2 | $30 | Buy |
+133
| New | +$30 | 0.01% | 661 |
|