Valeo 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-188,698
| Closed | -$283K | – | 725 |
|
|
2024
Q4 | $283K | Buy |
188,698
+2
| +0% | +$3 | 0.01% | 547 |
|
|
2024
Q3 | $286K | Sell |
188,696
-1,006
| -0.5% | -$1.53K | 0.01% | 537 |
|
|
2024
Q2 | $331K | Buy |
+189,702
| New | +$331K | 0.01% | 491 |
|
|
2021
Q2 | – | Sell |
-2,313
| Closed | -$61K | – | 1746 |
|
|
2021
Q1 | $61K | Sell |
2,313
-1,981
| -46% | -$52.2K | ﹤0.01% | 756 |
|
|
2020
Q4 | $72K | Buy |
4,294
+2
| +0% | +$34 | ﹤0.01% | 646 |
|
|
2020
Q3 | $32K | Buy |
4,292
+805
| +23% | +$6K | ﹤0.01% | 769 |
|
|
2020
Q2 | $25K | Buy |
3,487
+1,282
| +58% | +$9.19K | ﹤0.01% | 932 |
|
|
2020
Q1 | $15K | Buy |
2,205
+1,800
| +444% | +$12.2K | ﹤0.01% | 933 |
|
|
2019
Q4 | $5K | Buy |
405
+2
| +0.5% | +$25 | ﹤0.01% | 1289 |
|
|
2019
Q3 | $5K | Buy |
403
+1
| +0.2% | +$12 | ﹤0.01% | 1201 |
|
|
2019
Q2 | $6K | Buy |
+402
| New | +$6K | ﹤0.01% | 1168 |
|
|
2018
Q4 | – | Sell |
-19
| Closed | – | – | 1740 |
|
|
2018
Q3 | $0 | Hold |
19
| – | – | ﹤0.01% | 1869 |
|
|
2018
Q2 | $1K | Sell |
19
-41
| -68% | -$2.16K | ﹤0.01% | 1521 |
|
|
2018
Q1 | $2K | Buy |
+60
| New | +$2K | ﹤0.01% | 1366 |
|