Summit Wealth & Retirement Planning’s U.S. Xpress Enterprises, Inc. Class A Common Stock USX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-34,950
| Closed | -$210K | – | 116 |
|
|
2020
Q2 | $210K | Sell |
34,950
-2,700
| -7% | -$16.2K | 0.1% | 106 |
|
|
2020
Q1 | $126K | Sell |
37,650
-3,900
| -9% | -$13.1K | 0.07% | 109 |
|
|
2019
Q4 | $209K | Sell |
41,550
-13,000
| -24% | -$65.4K | 0.09% | 117 |
|
|
2019
Q3 | $263K | Hold |
54,550
| – | – | 0.16% | 103 |
|
|
2019
Q2 | $280K | Sell |
54,550
-5,000
| -8% | -$25.7K | 0.16% | 111 |
|
|
2019
Q1 | $394K | Hold |
59,550
| – | – | 0.23% | 92 |
|
|
2018
Q4 | $334K | Buy |
+59,550
| New | +$334K | 0.25% | 82 |
|