AE Wealth Management’s Fortuna Silver Mines FSM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-24,057
| Closed | -$118K | – | 1270 |
|
2024
Q2 | $118K | Buy |
+24,057
| New | +$118K | ﹤0.01% | 1192 |
|
2024
Q1 | – | Sell |
-35,515
| Closed | -$109K | – | 1449 |
|
2023
Q4 | $109K | Buy |
35,515
+4,705
| +15% | +$14.4K | ﹤0.01% | 1932 |
|
2023
Q3 | $83.8K | Sell |
30,810
-120
| -0.4% | -$326 | ﹤0.01% | 1854 |
|
2023
Q2 | $100K | Buy |
+30,930
| New | +$100K | ﹤0.01% | 1803 |
|
2023
Q1 | – | Sell |
-47,430
| Closed | -$178K | – | 1915 |
|
2022
Q4 | $178K | Buy |
47,430
+300
| +0.6% | +$1.13K | ﹤0.01% | 1679 |
|
2022
Q3 | $119K | Buy |
47,130
+5,000
| +12% | +$12.6K | ﹤0.01% | 1648 |
|
2022
Q2 | $120K | Buy |
42,130
+100
| +0.2% | +$285 | ﹤0.01% | 1627 |
|
2022
Q1 | $160K | Buy |
+42,030
| New | +$160K | ﹤0.01% | 1590 |
|