PIA
Perennial Investment Advisors’s Cleveland-Cliffs CLF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-9,086
| Closed | -$207K | – | 359 |
|
|
2024
Q1 | $207K | Sell |
9,086
-2,904
| -24% | -$66K | 0.03% | 316 |
|
|
2023
Q4 | $245K | Sell |
11,990
-940
| -7% | -$19.2K | 0.04% | 277 |
|
|
2023
Q3 | $202K | Sell |
12,930
-1,410
| -10% | -$22K | 0.04% | 301 |
|
|
2023
Q2 | $240K | Hold |
14,340
| – | – | 0.04% | 280 |
|
|
2023
Q1 | $263K | Hold |
14,340
| – | – | 0.05% | 258 |
|
|
2022
Q4 | $231K | Hold |
14,340
| – | – | 0.09% | 179 |
|
|
2022
Q3 | $193K | Buy |
14,340
+820
| +6% | +$11K | 0.09% | 186 |
|
|
2022
Q2 | $209K | Buy |
13,520
+3,165
| +31% | +$48.9K | 0.08% | 180 |
|
|
2022
Q1 | $331K | Sell |
10,355
-100
| -1% | -$3.2K | 0.1% | 157 |
|
|
2021
Q4 | $228K | Buy |
+10,455
| New | +$228K | 0.07% | 201 |
|