Perigon Wealth Management’s Cleveland-Cliffs CLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-26,306
| Closed | -$598K | – | 872 |
|
|
2024
Q1 | $598K | Sell |
26,306
-14,791
| -36% | -$336K | 0.02% | 491 |
|
|
2023
Q4 | $839K | Buy |
+41,097
| New | +$839K | 0.03% | 378 |
|
|
2023
Q2 | – | Sell |
-10,379
| Closed | -$190K | – | 790 |
|
|
2023
Q1 | $190K | Buy |
+10,379
| New | +$190K | 0.01% | 671 |
|
|
2022
Q3 | – | Sell |
-10,500
| Closed | -$161K | – | 574 |
|
|
2022
Q2 | $161K | Sell |
10,500
-17,892
| -63% | -$274K | 0.01% | 542 |
|
|
2022
Q1 | $915K | Buy |
+28,392
| New | +$915K | 0.06% | 249 |
|