WJWM
X
Williams Jones Wealth Management’s US Steel X Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-6,050
| Closed | -$294K | – | 572 |
|
|
2023
Q4 | $294K | Buy |
+6,050
| New | +$294K | ﹤0.01% | 424 |
|
|
2023
Q3 | – | Sell |
-8,950
| Closed | -$224K | – | 571 |
|
|
2023
Q2 | $224K | Sell |
8,950
-72,766
| -89% | -$1.82M | ﹤0.01% | 467 |
|
|
2023
Q1 | $2.13M | Buy |
81,716
+4,266
| +6% | +$111K | 0.03% | 198 |
|
|
2022
Q4 | $1.94M | Sell |
77,450
-28,501
| -27% | -$714K | 0.03% | 202 |
|
|
2022
Q3 | $1.92M | Buy |
105,951
+20,463
| +24% | +$371K | 0.03% | 205 |
|
|
2022
Q2 | $1.53M | Buy |
85,488
+61,838
| +261% | +$1.11M | 0.02% | 229 |
|
|
2022
Q1 | $893K | Buy |
+23,650
| New | +$893K | 0.01% | 276 |
|