Wright Investors Service’s US Steel X Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-6,768
| Closed | -$206K | – | 161 |
|
|
2018
Q3 | $206K | Sell |
6,768
-5,515
| -45% | -$168K | 0.08% | 142 |
|
|
2018
Q2 | $427K | Buy |
+12,283
| New | +$427K | 0.17% | 121 |
|
|
2017
Q2 | – | Sell |
-18,395
| Closed | -$622K | – | 246 |
|
|
2017
Q1 | $622K | Buy |
18,395
+2,980
| +19% | +$101K | 0.25% | 120 |
|
|
2016
Q4 | $509K | Buy |
+15,415
| New | +$509K | 0.22% | 144 |
|