JFS Wealth Advisors’s US Steel X Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-384
| Closed | -$16.2K | – | 1976 |
|
|
2025
Q1 | $16.2K | Sell |
384
-30
| -7% | -$1.27K | ﹤0.01% | 726 |
|
|
2024
Q4 | $14.1K | Sell |
414
-281
| -40% | -$9.55K | ﹤0.01% | 747 |
|
|
2024
Q3 | $24.6K | Hold |
695
| – | – | ﹤0.01% | 602 |
|
|
2024
Q2 | $26.3K | Hold |
695
| – | – | ﹤0.01% | 541 |
|
|
2024
Q1 | $28.3K | Hold |
695
| – | – | ﹤0.01% | 547 |
|
|
2023
Q4 | $33.8K | Buy |
695
+6
| +0.9% | +$292 | ﹤0.01% | 478 |
|
|
2023
Q3 | $22.4K | Buy |
689
+55
| +9% | +$1.79K | ﹤0.01% | 517 |
|
|
2023
Q2 | $15.9K | Sell |
634
-4
| -0.6% | -$100 | ﹤0.01% | 595 |
|
|
2023
Q1 | $16.7K | Sell |
638
-9
| -1% | -$235 | ﹤0.01% | 575 |
|
|
2022
Q4 | $16.2K | Buy |
647
+82
| +15% | +$2.05K | ﹤0.01% | 576 |
|
|
2022
Q3 | $10K | Buy |
565
+202
| +56% | +$3.58K | ﹤0.01% | 745 |
|
|
2022
Q2 | $7K | Buy |
363
+81
| +29% | +$1.56K | ﹤0.01% | 907 |
|
|
2022
Q1 | $11K | Buy |
282
+124
| +78% | +$4.84K | ﹤0.01% | 774 |
|
|
2021
Q4 | $4K | Buy |
158
+58
| +58% | +$1.47K | ﹤0.01% | 896 |
|
|
2021
Q3 | $2K | Hold |
100
| – | – | ﹤0.01% | 790 |
|
|
2021
Q2 | $2K | Hold |
100
| – | – | ﹤0.01% | 560 |
|
|
2021
Q1 | $3K | Hold |
100
| – | – | ﹤0.01% | 528 |
|
|
2020
Q4 | $2K | Sell |
100
-21
| -17% | -$420 | ﹤0.01% | 545 |
|
|
2020
Q3 | $1K | Hold |
121
| – | – | ﹤0.01% | 548 |
|
|
2020
Q2 | $1K | Hold |
121
| – | – | ﹤0.01% | 519 |
|
|
2020
Q1 | $1K | Hold |
121
| – | – | ﹤0.01% | 494 |
|
|
2019
Q4 | $1K | Hold |
121
| – | – | ﹤0.01% | 499 |
|
|
2019
Q3 | $1K | Hold |
121
| – | – | ﹤0.01% | 505 |
|
|
2019
Q2 | $2K | Hold |
121
| – | – | ﹤0.01% | 440 |
|
|
2019
Q1 | $2K | Hold |
121
| – | – | ﹤0.01% | 444 |
|
|
2018
Q4 | $2K | Hold |
121
| – | – | ﹤0.01% | 430 |
|
|
2018
Q3 | $4K | Hold |
121
| – | – | ﹤0.01% | 475 |
|
|
2018
Q2 | $4K | Hold |
121
| – | – | ﹤0.01% | 419 |
|
|
2018
Q1 | $4K | Hold |
121
| – | – | ﹤0.01% | 442 |
|
|
2017
Q4 | $4K | Hold |
121
| – | – | ﹤0.01% | 453 |
|
|
2017
Q3 | $3K | Hold |
121
| – | – | ﹤0.01% | 414 |
|
|
2017
Q2 | $3K | Sell |
121
-1,184
| -91% | -$29.4K | ﹤0.01% | 395 |
|
|
2017
Q1 | $43K | Hold |
1,305
| – | – | 0.01% | 235 |
|
|
2016
Q4 | $43K | Hold |
1,305
| – | – | 0.01% | 235 |
|
|
2016
Q3 | $25K | Hold |
1,305
| – | – | 0.01% | 299 |
|
|
2016
Q2 | $22K | Hold |
1,305
| – | – | 0.01% | 317 |
|
|
2016
Q1 | $21K | Hold |
1,305
| – | – | 0.01% | 317 |
|
|
2015
Q4 | $10K | Hold |
1,305
| – | – | ﹤0.01% | 396 |
|
|
2015
Q3 | $14K | Sell |
1,305
-110
| -8% | -$1.18K | 0.01% | 310 |
|
|
2015
Q2 | $29K | Buy |
1,415
+110
| +8% | +$2.25K | 0.01% | 232 |
|
|
2015
Q1 | $32K | Buy |
1,305
+100
| +8% | +$2.45K | 0.02% | 224 |
|
|
2014
Q4 | $32K | Sell |
1,205
-246
| -17% | -$6.53K | 0.01% | 239 |
|
|
2014
Q3 | $57K | Buy |
1,451
+246
| +20% | +$9.66K | 0.01% | 170 |
|
|
2014
Q2 | $31K | Buy |
+1,205
| New | +$31K | 0.01% | 230 |
|