SWA
SOA Wealth Advisors’s Cleveland-Cliffs CLF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-25,000
| Closed | -$385K | – | 844 |
|
|
2024
Q2 | $385K | Hold |
25,000
| – | – | 0.08% | 123 |
|
|
2024
Q1 | $569K | Hold |
25,000
| – | – | 0.12% | 94 |
|
|
2023
Q4 | $511K | Hold |
25,000
| – | – | 0.11% | 96 |
|
|
2023
Q3 | $391K | Hold |
25,000
| – | – | 0.1% | 109 |
|
|
2023
Q2 | $419K | Hold |
25,000
| – | – | 0.1% | 109 |
|
|
2023
Q1 | $458K | Hold |
25,000
| – | – | 0.11% | 99 |
|
|
2022
Q4 | $403K | Hold |
25,000
| – | – | 0.11% | 101 |
|
|
2022
Q3 | $336K | Hold |
25,000
| – | – | 0.1% | 104 |
|
|
2022
Q2 | $384K | Hold |
25,000
| – | – | 0.11% | 101 |
|
|
2022
Q1 | $805K | Buy |
+25,000
| New | +$805K | 0.2% | 76 |
|
|
2021
Q4 | – | Sell |
-400
| Closed | -$7K | – | 884 |
|
|
2021
Q3 | $7K | Sell |
400
-400
| -50% | -$7K | ﹤0.01% | 633 |
|
|
2021
Q2 | $17K | Buy |
+800
| New | +$17K | ﹤0.01% | 482 |
|