Winslow Evans & Crocker’s US Steel X Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-1,575
| Closed | -$53.3K | – | 1260 |
|
|
2017
Q2 | $53.3K | Sell |
1,575
-6,801
| -81% | -$230K | 0.01% | 546 |
|
|
2017
Q1 | $283K | Buy |
+8,376
| New | +$283K | 0.09% | 237 |
|
|
2015
Q4 | – | Sell |
-900
| Closed | -$9.38K | – | 1392 |
|
|
2015
Q3 | $9.38K | Hold |
900
| – | – | ﹤0.01% | 903 |
|
|
2015
Q2 | $18.6K | Hold |
900
| – | – | 0.01% | 781 |
|
|
2015
Q1 | $22K | Buy |
900
+750
| +500% | +$18.3K | 0.01% | 713 |
|
|
2014
Q4 | $4.01K | Hold |
150
| – | – | ﹤0.01% | 1084 |
|
|
2014
Q3 | $5.88K | Hold |
150
| – | – | ﹤0.01% | 1033 |
|
|
2014
Q2 | $3.91K | Hold |
150
| – | – | ﹤0.01% | 1080 |
|
|
2014
Q1 | $4.14K | Buy |
+150
| New | +$4.14K | ﹤0.01% | 1067 |
|