Shelton 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 | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-14,678
| Closed | -$229K | – | 107 |
|
2023
Q3 | $229K | Sell |
14,678
-7,336
| -33% | -$115K | 0.18% | 59 |
|
2023
Q2 | $369K | Buy |
22,014
+2,160
| +11% | +$36.2K | 0.29% | 40 |
|
2023
Q1 | $364K | Buy |
19,854
+5,366
| +37% | +$98.4K | 0.3% | 43 |
|
2022
Q4 | $233K | Sell |
14,488
-10,634
| -42% | -$171K | 0.18% | 57 |
|
2022
Q3 | $338K | Sell |
25,122
-10
| -0% | -$135 | 0.3% | 43 |
|
2022
Q2 | $386K | Buy |
25,132
+1,106
| +5% | +$17K | 0.33% | 41 |
|
2022
Q1 | $774K | Buy |
24,026
+5,515
| +30% | +$178K | 0.61% | 26 |
|
2021
Q4 | $403K | Buy |
+18,511
| New | +$403K | 0.32% | 41 |
|