Rise Advisors’s US Steel X Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-477
| Closed | -$20.2K | – | 1654 |
|
2025
Q1 | $20.2K | Sell |
477
-140
| -23% | -$5.92K | 0.01% | 496 |
|
2024
Q4 | $21K | Sell |
617
-577
| -48% | -$19.6K | 0.01% | 626 |
|
2024
Q3 | $42.2K | Sell |
1,194
-1,417
| -54% | -$50.1K | 0.02% | 278 |
|
2024
Q2 | $98.7K | Buy |
2,611
+3
| +0.1% | +$113 | 0.05% | 150 |
|
2024
Q1 | $106K | Buy |
2,608
+617
| +31% | +$25.2K | 0.06% | 146 |
|
2023
Q4 | $96.9K | Buy |
+1,991
| New | +$96.9K | 0.07% | 107 |
|