Wealth Enhancement Advisory Services’s US Steel X Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-10,599
| Closed | -$448K | – | 3503 |
|
|
2025
Q1 | $448K | Buy |
10,599
+821
| +8% | +$31.1K | ﹤0.01% | 2142 |
|
|
2024
Q4 | $332K | Buy |
9,778
+1,022
| +12% | +$37.7K | ﹤0.01% | 2301 |
|
|
2024
Q3 | $309K | Sell |
8,756
-595
| -6% | -$22.7K | ﹤0.01% | 2160 |
|
|
2024
Q2 | $353K | Buy |
9,351
+826
| +10% | +$31.5K | ﹤0.01% | 1871 |
|
|
2024
Q1 | $348K | Sell |
8,525
-1,108,721
| -99% | -$50.7M | ﹤0.01% | 1822 |
|
|
2023
Q4 | $54.4M | Sell |
1,117,246
-22,263
| -2% | -$810K | 0.16% | 140 |
|
|
2023
Q3 | $37M | Buy |
+1,139,509
| New | +$32M | 0.12% | 174 |
|
|
2019
Q1 | – | Sell |
-32,494
| Closed | -$699K | – | 226 |
|
|
2018
Q4 | $699K | Buy |
32,494
+1,820
| +6% | +$45.6K | 0.04% | 145 |
|
|
2018
Q3 | $781K | Buy |
30,674
+2,870
| +10% | +$92.6K | 0.05% | 135 |
|
|
2018
Q2 | $988K | Buy |
27,804
+1,448
| +5% | +$51.8K | 0.06% | 122 |
|
|
2018
Q1 | $946K | Buy |
+26,356
| New | +$1.04M | 0.06% | 115 |
|
|
2017
Q4 | – | Sell |
-36,420
| Closed | -$949K | – | 174 |
|
|
2017
Q3 | $949K | Buy |
+36,420
| New | +$891K | 0.08% | 104 |
|
|
2017
Q1 | – | Sell |
-31,996
| Closed | -$1.06M | – | 181 |
|
|
2016
Q4 | $1.06M | Buy |
+31,996
| New | +$855K | 0.13% | 86 |
|
Other funds holding X
IA
CAWM
SS
HNB