Zimmermann Investment Management & Planning’s Cleveland-Cliffs CLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-33,219
| Closed | -$755K | – | 134 |
|
|
2024
Q1 | $755K | Buy |
33,219
+790
| +2% | +$18K | 0.27% | 67 |
|
|
2023
Q4 | $662K | Sell |
32,429
-1,418
| -4% | -$29K | 0.27% | 59 |
|
|
2023
Q3 | $529K | Buy |
33,847
+46
| +0.1% | +$719 | 0.25% | 66 |
|
|
2023
Q2 | $567K | Buy |
33,801
+132
| +0.4% | +$2.21K | 0.26% | 62 |
|
|
2023
Q1 | $617K | Buy |
33,669
+1,667
| +5% | +$30.6K | 0.32% | 61 |
|
|
2022
Q4 | $516K | Sell |
32,002
-889
| -3% | -$14.3K | 0.3% | 56 |
|
|
2022
Q3 | $443K | Buy |
32,891
+2,942
| +10% | +$39.6K | 0.28% | 56 |
|
|
2022
Q2 | $460K | Buy |
29,949
+1,058
| +4% | +$16.3K | 0.32% | 64 |
|
|
2022
Q1 | $931K | Buy |
+28,891
| New | +$931K | 0.55% | 42 |
|