Optimum Investment Advisors’s US Steel X Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-700
| Closed | -$17K | – | 926 |
|
|
2021
Q2 | $17K | Hold |
700
| – | – | 0.01% | 687 |
|
|
2021
Q1 | $18K | Hold |
700
| – | – | 0.01% | 687 |
|
|
2020
Q4 | $12K | Hold |
700
| – | – | ﹤0.01% | 709 |
|
|
2020
Q3 | $5K | Hold |
700
| – | – | ﹤0.01% | 761 |
|
|
2020
Q2 | $5K | Hold |
700
| – | – | ﹤0.01% | 757 |
|
|
2020
Q1 | $4K | Hold |
700
| – | – | ﹤0.01% | 784 |
|
|
2019
Q4 | $8K | Hold |
700
| – | – | ﹤0.01% | 809 |
|
|
2019
Q3 | $8K | Hold |
700
| – | – | ﹤0.01% | 839 |
|
|
2019
Q2 | $11K | Hold |
700
| – | – | ﹤0.01% | 782 |
|
|
2019
Q1 | $14K | Sell |
700
-600
| -46% | -$12K | ﹤0.01% | 753 |
|
|
2018
Q4 | $24K | Hold |
1,300
| – | – | 0.01% | 623 |
|
|
2018
Q3 | $40K | Hold |
1,300
| – | – | 0.01% | 583 |
|
|
2018
Q2 | $45K | Hold |
1,300
| – | – | 0.01% | 551 |
|
|
2018
Q1 | $46K | Buy |
+1,300
| New | +$46K | 0.01% | 538 |
|