Independent Advisor Alliance’s US Steel X Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-50,391
| Closed | -$318K | – | 531 |
|
|
2020
Q1 | $318K | Buy |
+50,391
| New | +$318K | 0.05% | 271 |
|
|
2018
Q4 | – | Sell |
-7,353
| Closed | -$222K | – | 454 |
|
|
2018
Q3 | $222K | Sell |
7,353
-6,672
| -48% | -$201K | 0.04% | 310 |
|
|
2018
Q2 | $487K | Buy |
14,025
+83
| +0.6% | +$2.88K | 0.1% | 184 |
|
|
2018
Q1 | $477K | Buy |
13,942
+120
| +0.9% | +$4.11K | 0.11% | 195 |
|
|
2017
Q4 | $545K | Buy |
13,822
+621
| +5% | +$24.5K | 0.12% | 174 |
|
|
2017
Q3 | $330K | Buy |
13,201
+1,200
| +10% | +$30K | 0.09% | 201 |
|
|
2017
Q2 | $262K | Buy |
+12,001
| New | +$262K | 0.08% | 204 |
|