B. Riley Wealth Advisors’s Coeur Mining CDE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.78M | Sell |
231,377
-203
| -0.1% | -$3.7K | 0.21% | 112 |
|
|
2026
Q1 | $3.82M | Buy |
231,580
+2,895
| +1% | +$63K | 0.25% | 97 |
|
|
2025
Q4 | $4.08M | Buy |
228,685
+4,197
| +2% | +$73K | 0.19% | 117 |
|
|
2025
Q3 | $4.21M | Buy |
224,488
+25,941
| +13% | +$318K | 0.2% | 108 |
|
|
2025
Q2 | $1.76M | Buy |
+198,547
| New | +$1.45M | 0.09% | 233 |
|
|
2024
Q4 | $580K | Sell |
101,350
-166
| -0.2% | -$1.07K | 0.02% | 642 |
|
|
2024
Q3 | $708K | Hold |
101,516
| – | – | 0.02% | 606 |
|
|
2024
Q2 | $571K | Buy |
101,516
+300
| +0.3% | +$1.55K | 0.01% | 757 |
|
|
2024
Q1 | $225K | Buy |
101,216
+7,000
| +7% | +$20.2K | 0.01% | 1203 |
|
|
2023
Q4 | $307K | Sell |
94,216
-7,000
| -7% | -$19.1K | 0.01% | 1046 |
|
|
2023
Q3 | $225K | Sell |
101,216
-58,731
| -37% | -$153K | 0.01% | 1203 |
|
|
2023
Q2 | $454K | Buy |
159,947
+62,731
| +65% | +$213K | 0.01% | 899 |
|
|
2023
Q1 | $388K | Buy |
97,216
+55,050
| +131% | +$191K | 0.01% | 927 |
|
|
2022
Q4 | $142K | Sell |
42,166
-81,370
| -66% | -$289K | ﹤0.01% | 1322 |
|
|
2022
Q3 | $423K | Buy |
123,536
+23,526
| +24% | +$69.8K | 0.01% | 831 |
|
|
2022
Q2 | $305K | Hold |
100,010
| – | – | 0.01% | 873 |
|
|
2022
Q1 | $446K | Buy |
100,010
+1,000
| +1% | +$4.77K | 0.01% | 812 |
|
|
2021
Q4 | $500K | Hold |
99,010
| – | – | 0.01% | 806 |
|
|
2021
Q3 | $611K | Buy |
99,010
+4,000
| +4% | +$28.4K | 0.02% | 693 |
|
|
2021
Q2 | $844K | Buy |
95,010
+5,000
| +6% | +$48.2K | 0.03% | 573 |
|
|
2021
Q1 | $813K | Sell |
90,010
-2,501
| -3% | -$23.2K | 0.03% | 545 |
|
|
2020
Q4 | $958K | Sell |
92,511
-190
| -0.2% | -$1.56K | 0.05% | 342 |
|
|
2020
Q3 | $685K | Buy |
92,701
+2,500
| +3% | +$18.8K | 0.04% | 421 |
|
|
2020
Q2 | $459K | Buy |
90,201
+201
| +0.2% | +$915 | 0.03% | 487 |
|
|
2020
Q1 | $289K | Buy |
90,000
+10,500
| +13% | +$54.6K | 0.02% | 548 |
|
|
2019
Q4 | $643K | Buy |
+79,500
| New | +$490K | 0.05% | 346 |
|
|
2015
Q1 | – | Sell |
-2,500
| Closed | -$13 | – | 780 |
|
|
2014
Q4 | $13 | Buy |
+2,500
| New | +$11.1K | ﹤0.01% | 2728 |
|
|
2014
Q3 | – | Sell |
-608
| Closed | -$5.58K | – | 834 |
|
|
2014
Q2 | $5.58K | Buy |
+608
| New | +$5K | ﹤0.01% | 1999 |
|
Other funds holding CDE
PL
S
PAM
PL
SSWM
FWP
BI
GWM