Winch Advisory Services’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 |
-1,259
| Closed | -$53.2K | – | 507 |
|
|
2025
Q1 | $53.2K | Sell |
1,259
-58
| -4% | -$2.45K | 0.01% | 151 |
|
|
2024
Q4 | $44.8K | Buy |
1,317
+1
| +0.1% | +$34 | 0.01% | 162 |
|
|
2024
Q3 | $46.5K | Buy |
1,316
+3
| +0.2% | +$106 | 0.01% | 160 |
|
|
2024
Q2 | $49.6K | Sell |
1,313
-74
| -5% | -$2.8K | 0.01% | 147 |
|
|
2024
Q1 | $56.5K | Sell |
1,387
-891
| -39% | -$36.3K | 0.02% | 140 |
|
|
2023
Q4 | $111K | Sell |
2,278
-601
| -21% | -$29.2K | 0.04% | 104 |
|
|
2023
Q3 | $94K | Buy |
2,879
+4
| +0.1% | +$131 | 0.03% | 104 |
|
|
2023
Q2 | $72K | Sell |
2,875
-153
| -5% | -$3.83K | 0.03% | 111 |
|
|
2023
Q1 | $79K | Sell |
3,028
-134
| -4% | -$3.5K | 0.03% | 108 |
|
|
2022
Q4 | $79K | Sell |
3,162
-93
| -3% | -$2.32K | 0.03% | 106 |
|
|
2022
Q3 | $59K | Buy |
3,255
+7
| +0.2% | +$127 | 0.03% | 110 |
|
|
2022
Q2 | $58K | Buy |
3,248
+317
| +11% | +$5.66K | 0.02% | 112 |
|
|
2022
Q1 | $111K | Sell |
2,931
-312
| -10% | -$11.8K | 0.04% | 94 |
|
|
2021
Q4 | $77K | Buy |
3,243
+6
| +0.2% | +$142 | 0.03% | 107 |
|
|
2021
Q3 | $71K | Buy |
3,237
+992
| +44% | +$21.8K | 0.02% | 109 |
|
|
2021
Q2 | $54K | Buy |
2,245
+1
| +0% | +$24 | 0.02% | 124 |
|
|
2021
Q1 | $59K | Buy |
2,244
+1,220
| +119% | +$32.1K | 0.02% | 113 |
|
|
2020
Q4 | $17K | Hold |
1,024
| – | – | 0.01% | 177 |
|
|
2020
Q3 | $8K | Sell |
1,024
-147
| -13% | -$1.15K | ﹤0.01% | 234 |
|
|
2020
Q2 | $8K | Sell |
1,171
-192
| -14% | -$1.31K | ﹤0.01% | 222 |
|
|
2020
Q1 | $9K | Buy |
1,363
+510
| +60% | +$3.37K | ﹤0.01% | 178 |
|
|
2019
Q4 | $10K | Buy |
853
+48
| +6% | +$563 | ﹤0.01% | 207 |
|
|
2019
Q3 | $9K | Buy |
805
+3
| +0.4% | +$34 | ﹤0.01% | 207 |
|
|
2019
Q2 | $12K | Buy |
802
+3
| +0.4% | +$45 | 0.01% | 191 |
|
|
2019
Q1 | $16K | Buy |
799
+2
| +0.3% | +$40 | 0.01% | 167 |
|
|
2018
Q4 | $15K | Sell |
797
-12,103
| -94% | -$228K | 0.01% | 153 |
|
|
2018
Q3 | $393K | Buy |
12,900
+13
| +0.1% | +$396 | 0.2% | 61 |
|
|
2018
Q2 | $448K | Buy |
12,887
+4,839
| +60% | +$168K | 0.24% | 60 |
|
|
2018
Q1 | $283K | Buy |
8,048
+7,115
| +763% | +$250K | 0.17% | 66 |
|
|
2017
Q4 | $33K | Buy |
933
+201
| +27% | +$7.11K | 0.02% | 128 |
|
|
2017
Q3 | $19K | Sell |
732
-1,158
| -61% | -$30.1K | 0.01% | 136 |
|
|
2017
Q2 | $42K | Sell |
1,890
-6,144
| -76% | -$137K | 0.03% | 123 |
|
|
2017
Q1 | $272K | Sell |
8,034
-73
| -0.9% | -$2.47K | 0.17% | 71 |
|
|
2016
Q4 | $268K | Buy |
+8,107
| New | +$268K | 0.18% | 66 |
|
|
2016
Q1 | – | Sell |
-340
| Closed | -$3K | – | 278 |
|
|
2015
Q4 | $3K | Buy |
+340
| New | +$3K | ﹤0.01% | 200 |
|
|
2014
Q2 | – | Sell |
-23,125
| Closed | -$638K | – | 294 |
|
|
2014
Q1 | $638K | Buy |
+23,125
| New | +$638K | 0.4% | 53 |
|