SOA Wealth Advisors’s US Steel X Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-545
| Closed | -$22.2K | – | 921 |
|
|
2024
Q1 | $22.2K | Sell |
545
-5
| -0.9% | -$204 | ﹤0.01% | 427 |
|
|
2023
Q4 | $26.8K | Hold |
550
| – | – | 0.01% | 378 |
|
|
2023
Q3 | $17.9K | Hold |
550
| – | – | ﹤0.01% | 440 |
|
|
2023
Q2 | $13.8K | Sell |
550
-3
| -0.5% | -$75 | ﹤0.01% | 490 |
|
|
2023
Q1 | $14.4K | Hold |
553
| – | – | ﹤0.01% | 481 |
|
|
2022
Q4 | $13.9K | Hold |
553
| – | – | ﹤0.01% | 471 |
|
|
2022
Q3 | $10K | Hold |
553
| – | – | ﹤0.01% | 518 |
|
|
2022
Q2 | $9K | Hold |
553
| – | – | ﹤0.01% | 518 |
|
|
2022
Q1 | $20K | Hold |
553
| – | – | ﹤0.01% | 469 |
|
|
2021
Q4 | $12K | Hold |
553
| – | – | ﹤0.01% | 543 |
|
|
2021
Q3 | $12K | Sell |
553
-5
| -0.9% | -$108 | ﹤0.01% | 558 |
|
|
2021
Q2 | $13K | Hold |
558
| – | – | ﹤0.01% | 538 |
|
|
2021
Q1 | $14K | Hold |
558
| – | – | ﹤0.01% | 466 |
|
|
2020
Q4 | $9K | Buy |
+558
| New | +$9K | ﹤0.01% | 538 |
|