Beaird Harris Wealth Management’s Sprott SII Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-148
| Closed | -$4.8K | – | 487 |
|
2023
Q2 | $4.8K | Hold |
148
| – | – | ﹤0.01% | 324 |
|
2023
Q1 | $5.39K | Hold |
148
| – | – | ﹤0.01% | 312 |
|
2022
Q4 | $4.93K | Hold |
148
| – | – | ﹤0.01% | 416 |
|
2022
Q3 | $5K | Hold |
148
| – | – | ﹤0.01% | 348 |
|
2022
Q2 | $5K | Hold |
148
| – | – | ﹤0.01% | 314 |
|
2022
Q1 | $7K | Hold |
148
| – | – | ﹤0.01% | 389 |
|
2021
Q4 | $7K | Buy |
+148
| New | +$7K | ﹤0.01% | 444 |
|