JNBA Financial Advisors’s US Steel X Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-154
| Closed | -$6.51K | – | 693 |
|
|
2025
Q1 | $6.51K | Hold |
154
| – | – | ﹤0.01% | 508 |
|
|
2024
Q4 | $5.24K | Buy |
+154
| New | +$5.68K | ﹤0.01% | 539 |
|
|
2023
Q1 | – | Sell |
-50
| Closed | -$1.25K | – | 741 |
|
|
2022
Q4 | $1.25K | Hold |
50
| – | – | ﹤0.01% | 604 |
|
|
2022
Q3 | $1K | Hold |
50
| – | – | ﹤0.01% | 672 |
|
|
2022
Q2 | $1K | Buy |
+50
| New | +$1.37K | ﹤0.01% | 706 |
|
|
2019
Q4 | – | Sell |
-501
| Closed | -$6K | – | 637 |
|
|
2019
Q3 | $6K | Hold |
501
| – | – | ﹤0.01% | 467 |
|
|
2019
Q2 | $8K | Hold |
501
| – | – | ﹤0.01% | 465 |
|
|
2019
Q1 | $10K | Hold |
501
| – | – | ﹤0.01% | 406 |
|
|
2018
Q4 | $9K | Buy |
+501
| New | +$12.5K | ﹤0.01% | 393 |
|
|
2018
Q3 | – | Sell |
-501
| Closed | -$17K | – | 724 |
|
|
2018
Q2 | $17K | Hold |
501
| – | – | ﹤0.01% | 334 |
|
|
2018
Q1 | $18K | Buy |
+501
| New | +$19.7K | ﹤0.01% | 324 |
|
|
2016
Q4 | – | Sell |
-310
| Closed | -$6K | – | 1369 |
|
|
2016
Q3 | $6K | Buy |
+310
| New | +$6.4K | ﹤0.01% | 1193 |
|
Other funds holding X
IA
CAWM
SS
HNB