TCI Wealth Advisors’s US Steel X Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,552
| Closed | -$40.5K | – | 2274 |
|
|
2023
Q1 | $40.5K | Buy |
1,552
+2
| +0.1% | +$56 | 0.01% | 481 |
|
|
2022
Q4 | $38.8K | Sell |
1,550
-264
| -15% | -$6.09K | 0.01% | 475 |
|
|
2022
Q3 | $33K | Buy |
1,814
+137
| +8% | +$2.93K | 0.01% | 491 |
|
|
2022
Q2 | $30K | Buy |
1,677
+319
| +23% | +$8.72K | ﹤0.01% | 520 |
|
|
2022
Q1 | $51K | Buy |
1,358
+261
| +24% | +$7.06K | 0.01% | 403 |
|
|
2021
Q4 | $26K | Buy |
1,097
+122
| +13% | +$2.88K | ﹤0.01% | 602 |
|
|
2021
Q3 | $21K | Buy |
975
+13
| +1% | +$325 | ﹤0.01% | 679 |
|
|
2021
Q2 | $23K | Buy |
962
+45
| +5% | +$1.11K | ﹤0.01% | 578 |
|
|
2021
Q1 | $24K | Buy |
917
+445
| +94% | +$8.79K | 0.01% | 531 |
|
|
2020
Q4 | $8K | Buy |
472
+64
| +16% | +$796 | ﹤0.01% | 726 |
|
|
2020
Q3 | $3K | Buy |
+408
| New | +$3.09K | ﹤0.01% | 1033 |
|
|
2020
Q2 | – | Sell |
-84
| Closed | -$1K | – | 1688 |
|
|
2020
Q1 | $1K | Sell |
84
-371
| -82% | -$3.11K | ﹤0.01% | 1376 |
|
|
2019
Q4 | $5K | Hold |
455
| – | – | ﹤0.01% | 876 |
|
|
2019
Q3 | $5K | Hold |
455
| – | – | ﹤0.01% | 832 |
|
|
2019
Q2 | $7K | Hold |
455
| – | – | ﹤0.01% | 704 |
|
|
2019
Q1 | $9K | Hold |
455
| – | – | ﹤0.01% | 660 |
|
|
2018
Q4 | $8K | Sell |
455
-81
| -15% | -$2.03K | ﹤0.01% | 686 |
|
|
2018
Q3 | $16K | Hold |
536
| – | – | 0.01% | 556 |
|
|
2018
Q2 | $19K | Hold |
536
| – | – | 0.01% | 501 |
|
|
2018
Q1 | $19K | Hold |
536
| – | – | 0.01% | 498 |
|
|
2017
Q4 | $19K | Hold |
536
| – | – | 0.01% | 512 |
|
|
2017
Q3 | $14K | Hold |
536
| – | – | 0.01% | 536 |
|
|
2017
Q2 | $12K | Hold |
536
| – | – | 0.01% | 563 |
|
|
2017
Q1 | $18K | Hold |
536
| – | – | 0.01% | 465 |
|
|
2016
Q4 | $18K | Buy |
536
+81
| +18% | +$2.17K | 0.01% | 510 |
|
|
2016
Q3 | $9K | Hold |
455
| – | – | ﹤0.01% | 612 |
|
|
2016
Q2 | $8K | Hold |
455
| – | – | ﹤0.01% | 630 |
|
|
2016
Q1 | $7K | Buy |
455
+308
| +210% | +$3.07K | ﹤0.01% | 664 |
|
|
2015
Q4 | $1K | Buy |
147
+105
| +250% | +$1.03K | ﹤0.01% | 979 |
|
|
2015
Q3 | $0 | Sell |
42
-18
| -30% | -$301 | ﹤0.01% | 1024 |
|
|
2015
Q2 | $1K | Buy |
+60
| New | +$1.47K | ﹤0.01% | 917 |
|
|
2015
Q1 | – | Sell |
-60
| Closed | -$2K | – | 962 |
|
|
2014
Q4 | $2K | Hold |
60
| – | – | ﹤0.01% | 763 |
|
|
2014
Q3 | $2K | Hold |
60
| – | – | ﹤0.01% | 763 |
|
|
2014
Q2 | $2K | Hold |
60
| – | – | ﹤0.01% | 785 |
|
|
2014
Q1 | $2K | Hold |
60
| – | – | ﹤0.01% | 748 |
|
|
2013
Q4 | $2K | Hold |
60
| – | – | ﹤0.01% | 735 |
|
|
2013
Q3 | $1K | Hold |
60
| – | – | ﹤0.01% | 735 |
|
|
2013
Q2 | $1K | Buy |
+60
| New | +$1.06K | ﹤0.01% | 671 |
|
Other funds holding X
SPC
KL
