Pacific Capital Wealth Advisors’s US Steel X Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,055
| Closed | -$35.9K | – | 391 |
|
|
2024
Q4 | $35.9K | Hold |
1,055
| – | – | 0.01% | 177 |
|
|
2024
Q3 | $37.3K | Hold |
1,055
| – | – | 0.01% | 183 |
|
|
2024
Q2 | $39.9K | Hold |
1,055
| – | – | 0.01% | 176 |
|
|
2024
Q1 | $43K | Buy |
1,055
+541
| +105% | +$22.1K | 0.01% | 147 |
|
|
2023
Q4 | $25K | Buy |
+514
| New | +$25K | 0.01% | 178 |
|