PWAG
Polaris Wealth Advisory Group’s Cleveland-Cliffs CLF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-421,539
| Closed | -$7.06M | – | 173 |
|
|
2023
Q2 | $7.06M | Buy |
+421,539
| New | +$7.06M | 0.54% | 63 |
|
|
2022
Q2 | – | Sell |
-1,003,769
| Closed | -$31.5M | – | 139 |
|
|
2022
Q1 | $31.5M | Buy |
+1,003,769
| New | +$31.5M | 2.1% | 18 |
|
|
2021
Q4 | – | Sell |
-301,725
| Closed | -$6.26M | – | 179 |
|
|
2021
Q3 | $6.26M | Buy |
+301,725
| New | +$6.26M | 0.37% | 75 |
|