United Capital Financial Advisors’s US Steel X Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-26,652
| Closed | -$486K | – | 1388 |
|
|
2018
Q4 | $486K | Buy |
26,652
+1,462
| +6% | +$26.7K | ﹤0.01% | 927 |
|
|
2018
Q3 | $768K | Buy |
25,190
+7,448
| +42% | +$227K | 0.01% | 851 |
|
|
2018
Q2 | $617K | Buy |
17,742
+1,856
| +12% | +$64.5K | ﹤0.01% | 890 |
|
|
2018
Q1 | $559K | Sell |
15,886
-3,440
| -18% | -$121K | ﹤0.01% | 931 |
|
|
2017
Q4 | $680K | Buy |
19,326
+100
| +0.5% | +$3.52K | 0.01% | 882 |
|
|
2017
Q3 | $493K | Buy |
19,226
+2,313
| +14% | +$59.3K | ﹤0.01% | 961 |
|
|
2017
Q2 | $374K | Buy |
16,913
+6,159
| +57% | +$136K | ﹤0.01% | 1005 |
|
|
2017
Q1 | $364K | Buy |
10,754
+4,057
| +61% | +$137K | ﹤0.01% | 988 |
|
|
2016
Q4 | $221K | Sell |
6,697
-5,718
| -46% | -$189K | ﹤0.01% | 1147 |
|
|
2016
Q3 | $234K | Sell |
12,415
-4,235
| -25% | -$79.8K | ﹤0.01% | 1144 |
|
|
2016
Q2 | $283K | Buy |
16,650
+717
| +5% | +$12.2K | ﹤0.01% | 1053 |
|
|
2016
Q1 | $256K | Buy |
+15,933
| New | +$256K | ﹤0.01% | 1047 |
|