Whittier Trust’s US Steel X Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-59
| Closed | -$2.49K | – | 1553 |
|
|
2025
Q1 | $2.49K | Hold |
59
| – | – | ﹤0.01% | 1386 |
|
|
2024
Q4 | $2K | Buy |
+59
| New | +$2K | ﹤0.01% | 1456 |
|
|
2023
Q4 | – | Sell |
-20
| Closed | -$649 | – | 1694 |
|
|
2023
Q3 | $649 | Buy |
+20
| New | +$649 | ﹤0.01% | 1554 |
|
|
2019
Q2 | – | Sell |
-33
| Closed | -$1K | – | 1463 |
|
|
2019
Q1 | $1K | Buy |
+33
| New | +$1K | ﹤0.01% | 1359 |
|
|
2018
Q4 | – | Sell |
-7,500
| Closed | -$229K | – | 1380 |
|
|
2018
Q3 | $229K | Hold |
7,500
| – | – | 0.01% | 486 |
|
|
2018
Q2 | $261K | Hold |
7,500
| – | – | 0.01% | 459 |
|
|
2018
Q1 | $264K | Buy |
+7,500
| New | +$264K | 0.01% | 467 |
|
|
2017
Q3 | – | Sell |
-75
| Closed | -$2K | – | 1349 |
|
|
2017
Q2 | $2K | Hold |
75
| – | – | ﹤0.01% | 1172 |
|
|
2017
Q1 | $3K | Buy |
+75
| New | +$3K | ﹤0.01% | 1236 |
|