Norwood Financial’s US Steel X Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $81.5K | Hold |
2,000
| – | – | 0.12% | 132 |
|
|
2023
Q4 | $97.3K | Hold |
2,000
| – | – | 0.15% | 104 |
|
|
2023
Q3 | $64.9K | Buy |
2,000
+75
| +4% | +$2.44K | 0.11% | 130 |
|
|
2023
Q2 | $48.1K | Buy |
1,925
+300
| +18% | +$7.5K | 0.07% | 151 |
|
|
2023
Q1 | $42.4K | Hold |
1,625
| – | – | 0.07% | 147 |
|
|
2022
Q4 | $40.7K | Hold |
1,625
| – | – | 0.06% | 147 |
|
|
2022
Q3 | $29K | Hold |
1,625
| – | – | 0.05% | 165 |
|
|
2022
Q2 | $29K | Hold |
1,625
| – | – | 0.05% | 163 |
|
|
2022
Q1 | $61K | Buy |
1,625
+125
| +8% | +$4.69K | 0.09% | 125 |
|
|
2021
Q4 | $36K | Buy |
+1,500
| New | +$36K | 0.05% | 161 |
|