KOMWMG
Kerntke Otto McGlone Wealth Management Group’s Cleveland-Cliffs CLF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $372K | Buy |
48,925
+5,961
| +14% | +$45.3K | 0.29% | 52 |
|
|
2025
Q1 | $353K | Buy |
42,964
+2,440
| +6% | +$20.1K | 0.31% | 52 |
|
|
2024
Q4 | $381K | Sell |
40,524
-2,879
| -7% | -$27.1K | 0.28% | 49 |
|
|
2024
Q3 | $554K | Sell |
43,403
-3,786
| -8% | -$48.3K | 0.46% | 38 |
|
|
2024
Q2 | $726K | Buy |
47,189
+2,199
| +5% | +$33.8K | 0.68% | 25 |
|
|
2024
Q1 | $1.02M | Sell |
44,990
-722
| -2% | -$16.4K | 1.01% | 20 |
|
|
2023
Q4 | $933K | Buy |
45,712
+37
| +0.1% | +$756 | 0.93% | 26 |
|
|
2023
Q3 | $714K | Buy |
45,675
+2,340
| +5% | +$36.6K | 0.74% | 28 |
|
|
2023
Q2 | $726K | Buy |
43,335
+2,310
| +6% | +$38.7K | 0.71% | 28 |
|
|
2023
Q1 | $752K | Sell |
41,025
-3,206
| -7% | -$58.8K | 0.77% | 28 |
|
|
2022
Q4 | $713K | Buy |
44,231
+300
| +0.7% | +$4.84K | 0.82% | 25 |
|
|
2022
Q3 | $592K | Buy |
43,931
+2,090
| +5% | +$28.2K | 0.89% | 25 |
|
|
2022
Q2 | $643K | Sell |
41,841
-2,392
| -5% | -$36.8K | 0.96% | 23 |
|
|
2022
Q1 | $1.43M | Sell |
44,233
-882
| -2% | -$28.4K | 3.26% | 8 |
|
|
2021
Q4 | $982K | Sell |
45,115
-1,821
| -4% | -$39.6K | 1.2% | 21 |
|
|
2021
Q3 | $930K | Sell |
46,936
-968
| -2% | -$19.2K | 2.77% | 10 |
|
|
2021
Q2 | $1.03M | Sell |
47,904
-201
| -0.4% | -$4.33K | 0.41% | 39 |
|
|
2021
Q1 | $967K | Sell |
48,105
-900
| -2% | -$18.1K | 0.51% | 42 |
|
|
2020
Q4 | $714K | Buy |
49,005
+3,097
| +7% | +$45.1K | 0.42% | 53 |
|
|
2020
Q3 | $295K | Buy |
45,908
+200
| +0.4% | +$1.29K | 0.22% | 84 |
|
|
2020
Q2 | $252K | Buy |
45,708
+4,719
| +12% | +$26K | 0.23% | 85 |
|
|
2020
Q1 | $162K | Buy |
40,989
+21,916
| +115% | +$86.6K | 0.18% | 82 |
|
|
2019
Q4 | $160K | Buy |
+19,073
| New | +$160K | 0.14% | 105 |
|