WFG Advisors’s US Steel X Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $452K | Buy |
20,400
+9,333
| +84% | +$207K | 0.1% | 212 |
|
|
2017
Q1 | $374K | Sell |
11,067
-1,550
| -12% | -$52.4K | 0.1% | 219 |
|
|
2016
Q4 | $416K | Sell |
12,617
-7,465
| -37% | -$246K | 0.1% | 229 |
|
|
2016
Q3 | $379K | Buy |
20,082
+1,000
| +5% | +$18.9K | 0.09% | 219 |
|
|
2016
Q2 | $322K | Sell |
19,082
-1,500
| -7% | -$25.3K | 0.09% | 228 |
|
|
2016
Q1 | $330K | Buy |
20,582
+4,302
| +26% | +$69K | 0.1% | 213 |
|
|
2015
Q4 | $130K | Buy |
16,280
+2,500
| +18% | +$20K | 0.04% | 400 |
|
|
2015
Q3 | $144K | Sell |
13,780
-3,690
| -21% | -$38.6K | 0.05% | 368 |
|
|
2015
Q2 | $360K | Buy |
17,470
+1,000
| +6% | +$20.6K | 0.1% | 218 |
|
|
2015
Q1 | $402K | Buy |
16,470
+7,090
| +76% | +$173K | 0.11% | 205 |
|
|
2014
Q4 | $251K | Buy |
9,380
+2,000
| +27% | +$53.5K | 0.05% | 367 |
|
|
2014
Q3 | $289K | Buy |
7,380
+2,240
| +44% | +$87.7K | 0.06% | 361 |
|
|
2014
Q2 | $134K | Sell |
5,140
-440
| -8% | -$11.5K | 0.03% | 557 |
|
|
2014
Q1 | $138K | Buy |
5,580
+1,200
| +27% | +$29.7K | 0.03% | 528 |
|
|
2013
Q4 | $129K | Sell |
4,380
-4,501
| -51% | -$133K | 0.02% | 650 |
|
|
2013
Q3 | $183K | Sell |
8,881
-7,995
| -47% | -$165K | 0.03% | 520 |
|
|
2013
Q2 | $296K | Buy |
+16,876
| New | +$296K | 0.05% | 366 |
|