Shelton Wealth Management’s US Steel X Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-12,683
| Closed | -$318K | – | 72 |
|
|
2022
Q4 | $318K | Sell |
12,683
-4,907
| -28% | -$123K | 0.25% | 51 |
|
|
2022
Q3 | $319K | Sell |
17,590
-42
| -0.2% | -$762 | 0.28% | 44 |
|
|
2022
Q2 | $316K | Buy |
17,632
+1,644
| +10% | +$29.5K | 0.27% | 46 |
|
|
2022
Q1 | $603K | Buy |
15,988
+3,585
| +29% | +$135K | 0.48% | 33 |
|
|
2021
Q4 | $295K | Buy |
+12,403
| New | +$295K | 0.23% | 54 |
|