Journey Strategic Wealth’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 |
-8,152
| Closed | -$345K | – | 695 |
|
|
2025
Q1 | $345K | Buy |
8,152
+9
| +0.1% | +$380 | 0.01% | 302 |
|
|
2024
Q4 | $277K | Hold |
8,143
| – | – | 0.01% | 356 |
|
|
2024
Q3 | $288K | Sell |
8,143
-150
| -2% | -$5.3K | 0.01% | 350 |
|
|
2024
Q2 | $313K | Sell |
8,293
-121
| -1% | -$4.57K | 0.01% | 243 |
|
|
2024
Q1 | $343K | Hold |
8,414
| – | – | 0.02% | 166 |
|
|
2023
Q4 | $409K | Sell |
8,414
-269
| -3% | -$13.1K | 0.02% | 108 |
|
|
2023
Q3 | $282K | Sell |
8,683
-478
| -5% | -$15.5K | 0.01% | 124 |
|
|
2023
Q2 | $229K | Sell |
9,161
-1,045
| -10% | -$26.1K | 0.01% | 152 |
|
|
2023
Q1 | $266K | Buy |
10,206
+935
| +10% | +$24.4K | 0.03% | 175 |
|
|
2022
Q4 | $232K | Sell |
9,271
-2,280
| -20% | -$57.1K | 0.03% | 181 |
|
|
2022
Q3 | $209K | Buy |
+11,551
| New | +$209K | 0.03% | 150 |
|
|
2022
Q2 | – | Sell |
-11,395
| Closed | -$430K | – | 221 |
|
|
2022
Q1 | $430K | Buy |
11,395
+495
| +5% | +$18.7K | 0.05% | 65 |
|
|
2021
Q4 | $260K | Buy |
+10,900
| New | +$260K | 0.03% | 141 |
|