SCM
X
Shelton Capital Management’s US Steel X Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-8,194
| Closed | -$346K | – | 741 |
|
|
2025
Q1 | $346K | Sell |
8,194
-250
| -3% | -$10.6K | 0.01% | 419 |
|
|
2024
Q4 | $287K | Sell |
8,444
-401
| -5% | -$13.6K | 0.01% | 520 |
|
|
2024
Q3 | $312K | Sell |
8,845
-271
| -3% | -$9.57K | 0.01% | 480 |
|
|
2024
Q2 | $345K | Sell |
9,116
-503
| -5% | -$19K | 0.01% | 423 |
|
|
2024
Q1 | $392K | Hold |
9,619
| – | – | 0.01% | 412 |
|
|
2023
Q4 | $468K | Sell |
9,619
-1,106
| -10% | -$53.8K | 0.01% | 341 |
|
|
2023
Q3 | $348K | Sell |
10,725
-658
| -6% | -$21.4K | 0.01% | 397 |
|
|
2023
Q2 | $285K | Hold |
11,383
| – | – | 0.01% | 518 |
|
|
2023
Q1 | $297K | Sell |
11,383
-764
| -6% | -$19.9K | 0.01% | 472 |
|
|
2022
Q4 | $304K | Sell |
12,147
-1,581
| -12% | -$39.6K | 0.03% | 416 |
|
|
2022
Q3 | $249K | Hold |
13,728
| – | – | 0.01% | 526 |
|
|
2022
Q2 | $246K | Hold |
13,728
| – | – | 0.01% | 566 |
|
|
2022
Q1 | $518K | Sell |
13,728
-845
| -6% | -$31.9K | 0.02% | 342 |
|
|
2021
Q4 | $347K | Hold |
14,573
| – | – | 0.01% | 490 |
|
|
2021
Q3 | $320K | Hold |
14,573
| – | – | 0.01% | 524 |
|
|
2021
Q2 | $350K | Hold |
14,573
| – | – | 0.01% | 499 |
|
|
2021
Q1 | $381K | Buy |
14,573
+4,328
| +42% | +$113K | 0.01% | 455 |
|
|
2020
Q4 | $172K | Hold |
10,245
| – | – | 0.01% | 693 |
|
|
2020
Q3 | $75K | Hold |
10,245
| – | – | ﹤0.01% | 738 |
|
|
2020
Q2 | $74K | Sell |
10,245
-1,533
| -13% | -$11.1K | ﹤0.01% | 644 |
|
|
2020
Q1 | $74K | Hold |
11,778
| – | – | 0.01% | 604 |
|
|
2019
Q4 | $134K | Hold |
11,778
| – | – | 0.01% | 792 |
|
|
2019
Q3 | $136K | Hold |
11,778
| – | – | 0.01% | 776 |
|
|
2019
Q2 | $180K | Buy |
11,778
+11,548
| +5,021% | +$176K | 0.01% | 777 |
|
|
2019
Q1 | $11.8K | Sell |
230
-11,548
| -98% | -$591K | 0.05% | 343 |
|
|
2018
Q4 | $215K | Hold |
11,778
| – | – | 0.01% | 661 |
|
|
2018
Q3 | $359K | Hold |
11,778
| – | – | 0.02% | 495 |
|
|
2018
Q2 | $409K | Sell |
11,778
-1,093
| -8% | -$38K | 0.03% | 419 |
|
|
2018
Q1 | $453K | Sell |
12,871
-1,131
| -8% | -$39.8K | 0.03% | 384 |
|
|
2017
Q4 | $493K | Hold |
14,002
| – | – | 0.03% | 379 |
|
|
2017
Q3 | $359K | Hold |
14,002
| – | – | 0.02% | 484 |
|
|
2017
Q2 | $310K | Hold |
14,002
| – | – | 0.02% | 553 |
|
|
2017
Q1 | $473K | Hold |
14,002
| – | – | 0.03% | 389 |
|
|
2016
Q4 | $462K | Hold |
14,002
| – | – | 0.04% | 384 |
|
|
2016
Q3 | $264K | Buy |
+14,002
| New | +$264K | 0.02% | 619 |
|
|
2015
Q4 | – | Sell |
-16,130
| Closed | -$168K | – | 751 |
|
|
2015
Q3 | $168K | Sell |
16,130
-1,600
| -9% | -$16.7K | 0.02% | 707 |
|
|
2015
Q2 | $366K | Hold |
17,730
| – | – | 0.04% | 489 |
|
|
2015
Q1 | $433K | Buy |
17,730
+176
| +1% | +$4.3K | 0.05% | 433 |
|
|
2014
Q4 | $469K | Sell |
17,554
-3,517
| -17% | -$94K | 0.05% | 393 |
|
|
2014
Q3 | $825K | Buy |
+21,071
| New | +$825K | 0.11% | 189 |
|