Mutual Advisors’s U.S. Xpress Enterprises, Inc. Class A Common Stock USX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-55,070
| Closed | -$323K | – | 947 |
|
|
2021
Q4 | $323K | Hold |
55,070
| – | – | 0.02% | 716 |
|
|
2021
Q3 | $475K | Hold |
55,070
| – | – | 0.03% | 556 |
|
|
2021
Q2 | $474K | Hold |
55,070
| – | – | 0.03% | 540 |
|
|
2021
Q1 | $647K | Sell |
55,070
-47,280
| -46% | -$555K | 0.04% | 428 |
|
|
2020
Q4 | $700K | Buy |
+102,350
| New | +$700K | 0.05% | 394 |
|
|
2020
Q2 | – | Sell |
-64,890
| Closed | -$217K | – | 684 |
|
|
2020
Q1 | $217K | Sell |
64,890
-50,470
| -44% | -$169K | 0.03% | 480 |
|
|
2019
Q4 | $580K | Hold |
115,360
| – | – | 0.06% | 315 |
|
|
2019
Q3 | $556K | Buy |
115,360
+41,460
| +56% | +$200K | 0.07% | 291 |
|
|
2019
Q2 | $380K | Buy |
+73,900
| New | +$380K | 0.05% | 386 |
|