AE Wealth Management’s Hecla Mining HL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-40,122
| Closed | -$160K | – | 1511 |
|
|
2023
Q4 | $160K | Buy |
40,122
+21,747
| +118% | +$86.8K | ﹤0.01% | 1906 |
|
|
2023
Q3 | $71.8K | Sell |
18,375
-896
| -5% | -$3.5K | ﹤0.01% | 1867 |
|
|
2023
Q2 | $99.2K | Buy |
19,271
+740
| +4% | +$3.81K | ﹤0.01% | 1806 |
|
|
2023
Q1 | $117K | Buy |
18,531
+4,271
| +30% | +$27K | ﹤0.01% | 1776 |
|
|
2022
Q4 | $79.3K | Buy |
+14,260
| New | +$79.3K | ﹤0.01% | 1730 |
|
|
2022
Q3 | – | Sell |
-13,455
| Closed | -$53K | – | 1798 |
|
|
2022
Q2 | $53K | Hold |
13,455
| – | – | ﹤0.01% | 1665 |
|
|
2022
Q1 | $88K | Hold |
13,455
| – | – | ﹤0.01% | 1613 |
|
|
2021
Q4 | $70K | Sell |
13,455
-81
| -0.6% | -$421 | ﹤0.01% | 1651 |
|
|
2021
Q3 | $74K | Buy |
13,536
+400
| +3% | +$2.19K | ﹤0.01% | 1561 |
|
|
2021
Q2 | $98K | Sell |
13,136
-784
| -6% | -$5.85K | ﹤0.01% | 1527 |
|
|
2021
Q1 | $79K | Buy |
13,920
+71
| +0.5% | +$403 | ﹤0.01% | 1440 |
|
|
2020
Q4 | $90K | Buy |
13,849
+721
| +5% | +$4.69K | ﹤0.01% | 1311 |
|
|
2020
Q3 | $67K | Buy |
+13,128
| New | +$67K | ﹤0.01% | 1221 |
|