WA
Wealth Advisors’s Cleveland-Cliffs CLF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $234K | Sell |
14,945
-400
| -3% | -$6.25K | 0.1% | 60 |
|
|
2023
Q2 | $262K | Buy |
15,345
+700
| +5% | +$11.9K | 0.11% | 57 |
|
|
2023
Q1 | $269K | Sell |
14,645
-3,500
| -19% | -$64.2K | 0.13% | 53 |
|
|
2022
Q4 | $292K | Sell |
18,145
-1,775
| -9% | -$28.6K | 0.16% | 49 |
|
|
2022
Q3 | $268K | Buy |
19,920
+1,450
| +8% | +$19.5K | 0.14% | 48 |
|
|
2022
Q2 | $284K | Buy |
18,470
+2,638
| +17% | +$40.6K | 0.14% | 47 |
|
|
2022
Q1 | $510K | Buy |
+15,832
| New | +$510K | 0.18% | 44 |
|
|
2021
Q4 | – | Sell |
-3,175
| Closed | -$63K | – | 71 |
|
|
2021
Q3 | $63K | Buy |
3,175
+1,400
| +79% | +$27.8K | 0.02% | 70 |
|
|
2021
Q2 | $42K | Buy |
1,775
+500
| +39% | +$11.8K | 0.02% | 73 |
|
|
2021
Q1 | $21K | Buy |
+1,275
| New | +$21K | 0.01% | 72 |
|