BerganKDV Wealth Management’s First Majestic Silver AG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-5,000
| Closed | -$36.1K | – | 866 |
|
|
2023
Q1 | $36.1K | Buy |
5,000
+1,000
| +25% | +$7.21K | ﹤0.01% | 430 |
|
|
2022
Q4 | $33.4K | Hold |
4,000
| – | – | ﹤0.01% | 423 |
|
|
2022
Q3 | $30K | Buy |
4,000
+1,942
| +94% | +$14.6K | ﹤0.01% | 431 |
|
|
2022
Q2 | $15K | Hold |
2,058
| – | – | ﹤0.01% | 519 |
|
|
2022
Q1 | $27K | Hold |
2,058
| – | – | ﹤0.01% | 476 |
|
|
2021
Q4 | $23K | Buy |
2,058
+57
| +3% | +$637 | ﹤0.01% | 528 |
|
|
2021
Q3 | $23K | Sell |
2,001
-1,999
| -50% | -$23K | ﹤0.01% | 505 |
|
|
2021
Q2 | $63K | Hold |
4,000
| – | – | 0.01% | 357 |
|
|
2021
Q1 | $62K | Buy |
4,000
+1,405
| +54% | +$21.8K | 0.01% | 347 |
|
|
2020
Q4 | $35K | Buy |
+2,595
| New | +$35K | ﹤0.01% | 396 |
|
|
2020
Q3 | – | Sell |
-1,500
| Closed | -$15K | – | 903 |
|
|
2020
Q2 | $15K | Sell |
1,500
-2,000
| -57% | -$20K | ﹤0.01% | 485 |
|
|
2020
Q1 | $22K | Hold |
3,500
| – | – | ﹤0.01% | 410 |
|
|
2019
Q4 | $43K | Hold |
3,500
| – | – | 0.01% | 360 |
|
|
2019
Q3 | $32K | Buy |
3,500
+1,000
| +40% | +$9.14K | 0.01% | 372 |
|
|
2019
Q2 | $20K | Hold |
2,500
| – | – | ﹤0.01% | 424 |
|
|
2019
Q1 | $16K | Hold |
2,500
| – | – | ﹤0.01% | 452 |
|
|
2018
Q4 | $15K | Hold |
2,500
| – | – | ﹤0.01% | 418 |
|
|
2018
Q3 | $14K | Buy |
2,500
+1,700
| +213% | +$9.52K | ﹤0.01% | 447 |
|
|
2018
Q2 | $6K | Buy |
+800
| New | +$6K | ﹤0.01% | 545 |
|