Plante Moran Financial Advisors’s US Steel X Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-56
| Closed | -$1K | – | 1128 |
|
|
2021
Q3 | $1K | Buy |
+56
| New | +$1K | ﹤0.01% | 911 |
|
|
2019
Q1 | – | Sell |
-295
| Closed | -$5K | – | 960 |
|
|
2018
Q4 | $5K | Buy |
295
+35
| +13% | +$593 | ﹤0.01% | 608 |
|
|
2018
Q3 | $8K | Hold |
260
| – | – | ﹤0.01% | 537 |
|
|
2018
Q2 | $9K | Hold |
260
| – | – | ﹤0.01% | 562 |
|
|
2018
Q1 | $9K | Sell |
260
-515
| -66% | -$17.8K | ﹤0.01% | 629 |
|
|
2017
Q4 | $27K | Buy |
+775
| New | +$27K | 0.02% | 458 |
|
|
2016
Q2 | – | Sell |
-500
| Closed | -$8K | – | 947 |
|
|
2016
Q1 | $8K | Sell |
500
-500
| -50% | -$8K | 0.01% | 521 |
|
|
2015
Q4 | $8K | Buy |
+1,000
| New | +$8K | 0.01% | 622 |
|
|
2014
Q3 | – | Sell |
-16
| Closed | – | – | 861 |
|
|
2014
Q2 | $0 | Hold |
16
| – | – | ﹤0.01% | 857 |
|
|
2014
Q1 | $0 | Sell |
16
-458
| -97% | – | ﹤0.01% | 710 |
|
|
2013
Q4 | $14K | Buy |
474
+458
| +2,863% | +$13.5K | 0.01% | 400 |
|
|
2013
Q3 | $0 | Buy |
+16
| New | – | ﹤0.01% | 674 |
|