Wealthcare Advisory Partners’s Cleveland-Cliffs CLF Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $188K | Sell |
24,675
-6,460
| -21% | -$49.1K | ﹤0.01% | 935 |
|
2025
Q1 | $256K | Sell |
31,135
-2,675
| -8% | -$22K | 0.01% | 801 |
|
2024
Q4 | $318K | Sell |
33,810
-5,904
| -15% | -$55.5K | 0.01% | 694 |
|
2024
Q3 | $507K | Buy |
39,714
+1,520
| +4% | +$19.4K | 0.01% | 563 |
|
2024
Q2 | $588K | Sell |
38,194
-7,519
| -16% | -$116K | 0.02% | 501 |
|
2024
Q1 | $1.04M | Sell |
45,713
-330
| -0.7% | -$7.5K | 0.03% | 347 |
|
2023
Q4 | $940K | Buy |
46,043
+11
| +0% | +$225 | 0.04% | 324 |
|
2023
Q3 | $719K | Buy |
46,032
+1,069
| +2% | +$16.7K | 0.03% | 347 |
|
2023
Q2 | $754K | Buy |
44,963
+985
| +2% | +$16.5K | 0.03% | 355 |
|
2023
Q1 | $806K | Buy |
43,978
+272
| +0.6% | +$4.99K | 0.03% | 335 |
|
2022
Q4 | $704K | Buy |
43,706
+15,275
| +54% | +$246K | 0.03% | 342 |
|
2022
Q3 | $383K | Buy |
28,431
+2,061
| +8% | +$27.8K | 0.02% | 428 |
|
2022
Q2 | $405K | Buy |
26,370
+7,953
| +43% | +$122K | 0.02% | 370 |
|
2022
Q1 | $593K | Buy |
18,417
+1,614
| +10% | +$52K | 0.04% | 280 |
|
2021
Q4 | $366K | Buy |
16,803
+2,370
| +16% | +$51.6K | 0.02% | 396 |
|
2021
Q3 | $286K | Sell |
14,433
-9,297
| -39% | -$184K | 0.02% | 430 |
|
2021
Q2 | $512K | Buy |
23,730
+12,570
| +113% | +$271K | 0.03% | 318 |
|
2021
Q1 | $224K | Buy |
+11,160
| New | +$224K | 0.02% | 454 |
|
2020
Q2 | – | Sell |
-760
| Closed | -$3K | – | 493 |
|
2020
Q1 | $3K | Buy |
+760
| New | +$3K | ﹤0.01% | 1216 |
|