Wealthspire Advisors (Maryland)’s US Steel X Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-658
| Closed | -$13K | – | 2115 |
|
|
2019
Q1 | $13K | Buy |
658
+58
| +10% | +$1.15K | ﹤0.01% | 1434 |
|
|
2018
Q4 | $11K | Sell |
600
-247
| -29% | -$4.53K | ﹤0.01% | 1439 |
|
|
2018
Q3 | $26K | Buy |
847
+13
| +2% | +$399 | ﹤0.01% | 1209 |
|
|
2018
Q2 | $29K | Sell |
834
-19
| -2% | -$661 | ﹤0.01% | 1175 |
|
|
2018
Q1 | $30K | Sell |
853
-3
| -0.4% | -$106 | ﹤0.01% | 1169 |
|
|
2017
Q4 | $30K | Buy |
856
+183
| +27% | +$6.41K | ﹤0.01% | 1196 |
|
|
2017
Q3 | $17K | Buy |
673
+41
| +6% | +$1.04K | ﹤0.01% | 1368 |
|
|
2017
Q2 | $14K | Buy |
632
+203
| +47% | +$4.5K | ﹤0.01% | 1410 |
|
|
2017
Q1 | $15K | Buy |
429
+250
| +140% | +$8.74K | ﹤0.01% | 1185 |
|
|
2016
Q4 | $6K | Hold |
179
| – | – | ﹤0.01% | 1357 |
|
|
2016
Q3 | $3K | Sell |
179
-55
| -24% | -$922 | ﹤0.01% | 1502 |
|
|
2016
Q2 | $4K | Buy |
234
+1
| +0.4% | +$17 | ﹤0.01% | 1399 |
|
|
2016
Q1 | $4K | Buy |
233
+47
| +25% | +$807 | ﹤0.01% | 1411 |
|
|
2015
Q4 | $1K | Buy |
+186
| New | +$1K | ﹤0.01% | 1661 |
|