Orion Portfolio Solutions’s US Steel X Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | $208K | Sell |
4,919
-6,454
| -57% | -$273K | ﹤0.01% | 1795 |
|
2024
Q4 | $387K | Sell |
11,373
-729
| -6% | -$24.8K | ﹤0.01% | 1439 |
|
2024
Q3 | $428K | Sell |
12,102
-1,287
| -10% | -$45.5K | ﹤0.01% | 1393 |
|
2024
Q2 | $506K | Buy |
13,389
+7,354
| +122% | +$278K | 0.01% | 1270 |
|
2024
Q1 | $246K | Sell |
6,035
-517
| -8% | -$21.1K | ﹤0.01% | 1535 |
|
2023
Q4 | $318K | Buy |
6,552
+290
| +5% | +$14.1K | ﹤0.01% | 1387 |
|
2023
Q3 | $203K | Buy |
+6,262
| New | +$203K | ﹤0.01% | 1550 |
|
2020
Q3 | – | Sell |
-1,489
| Closed | -$11K | – | 2076 |
|
2020
Q2 | $11K | Buy |
1,489
+701
| +89% | +$5.18K | ﹤0.01% | 1190 |
|
2020
Q1 | $5K | Sell |
788
-1,322
| -63% | -$8.39K | ﹤0.01% | 1329 |
|
2019
Q4 | $24K | Buy |
+2,110
| New | +$24K | ﹤0.01% | 735 |
|