TFO Wealth Partners’s US Steel X Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-12
| Closed | -$489 | – | 766 |
|
|
2024
Q1 | $489 | Hold |
12
| – | – | ﹤0.01% | 269 |
|
|
2023
Q4 | $584 | Sell |
12
-13
| -52% | -$633 | ﹤0.01% | 294 |
|
|
2023
Q3 | $625 | Buy |
25
+13
| +108% | +$325 | ﹤0.01% | 393 |
|
|
2023
Q2 | $300 | Hold |
12
| – | – | ﹤0.01% | 406 |
|
|
2023
Q1 | $313 | Buy |
12
+5
| +71% | +$130 | ﹤0.01% | 365 |
|
|
2022
Q4 | $264 | Buy |
+7
| New | +$264 | ﹤0.01% | 582 |
|