Patriot Financial Group Insurance Agency’s US Steel X Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-6,476
| Closed | -$116K | – | 1965 |
|
2022
Q2 | $116K | Sell |
6,476
-583
| -8% | -$10.4K | 0.02% | 510 |
|
2022
Q1 | $266K | Sell |
7,059
-7,306
| -51% | -$275K | 0.05% | 355 |
|
2021
Q4 | $342K | Buy |
14,365
+7,731
| +117% | +$184K | 0.06% | 319 |
|
2021
Q3 | $146K | Buy |
6,634
+2,799
| +73% | +$61.6K | 0.03% | 534 |
|
2021
Q2 | $92K | Buy |
+3,835
| New | +$92K | 0.02% | 657 |
|
2020
Q4 | – | Sell |
-100
| Closed | -$1K | – | 2021 |
|
2020
Q3 | $1K | Sell |
100
-43
| -30% | -$430 | ﹤0.01% | 1628 |
|
2020
Q2 | $1K | Buy |
143
+43
| +43% | +$301 | ﹤0.01% | 1606 |
|
2020
Q1 | $1K | Buy |
+100
| New | +$1K | ﹤0.01% | 1515 |
|