9258 Wealth Management’s Sprott Focus Trust FUND Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $80.8K | Sell |
10,492
-273
| -3% | -$2.1K | 0.01% | 354 |
|
|
2024
Q2 | $80.5K | Hold |
10,765
| – | – | 0.01% | 341 |
|
|
2024
Q1 | $86.6K | Buy |
+10,765
| New | +$86.6K | 0.01% | 343 |
|
|
2023
Q4 | – | Sell |
-10,427
| Closed | -$78.5K | – | 321 |
|
|
2023
Q3 | $78.5K | Buy |
10,427
+166
| +2% | +$1.25K | 0.02% | 317 |
|
|
2023
Q2 | $81.6K | Buy |
10,261
+155
| +2% | +$1.23K | 0.02% | 314 |
|
|
2023
Q1 | $81.8K | Buy |
+10,106
| New | +$81.8K | 0.02% | 317 |
|