Squar Milner Financial Services’s US Steel X Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-500
| Closed | -$5K | – | 906 |
|
2019
Q4 | $5K | Buy |
+500
| New | +$5K | ﹤0.01% | 649 |
|
2019
Q3 | – | Sell |
-500
| Closed | -$8K | – | 731 |
|
2019
Q2 | $8K | Hold |
500
| – | – | 0.01% | 541 |
|
2019
Q1 | $9K | Hold |
500
| – | – | 0.01% | 549 |
|
2018
Q4 | $9K | Hold |
500
| – | – | 0.01% | 489 |
|
2018
Q3 | $15K | Hold |
500
| – | – | 0.01% | 445 |
|
2018
Q2 | $17K | Buy |
+500
| New | +$17K | 0.02% | 512 |
|