Waldron Private Wealth’s US Steel X Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,947
| Closed | -$209K | – | 306 |
|
|
2025
Q1 | $209K | Sell |
4,947
-1,223
| -20% | -$51.7K | 0.01% | 279 |
|
|
2024
Q4 | $210K | Sell |
6,170
-1,742
| -22% | -$59.2K | 0.01% | 395 |
|
|
2024
Q3 | $280K | Sell |
7,912
-4
| -0.1% | -$141 | 0.01% | 338 |
|
|
2024
Q2 | $299K | Buy |
7,916
+4
| +0.1% | +$151 | 0.01% | 312 |
|
|
2024
Q1 | $323K | Sell |
7,912
-7,241
| -48% | -$295K | 0.01% | 301 |
|
|
2023
Q4 | $737K | Buy |
+15,153
| New | +$737K | 0.04% | 187 |
|