BerganKDV Wealth Management’s Equinox Gold EQX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,500
| Closed | -$12.9K | – | 934 |
|
|
2023
Q1 | $12.9K | Buy |
2,500
+2,490
| +24,900% | +$12.8K | ﹤0.01% | 568 |
|
|
2022
Q4 | $33 | Buy |
+10
| New | +$33 | ﹤0.01% | 1031 |
|
|
2022
Q2 | – | Sell |
-2,800
| Closed | -$23K | – | 991 |
|
|
2022
Q1 | $23K | Sell |
2,800
-1,201
| -30% | -$9.87K | ﹤0.01% | 497 |
|
|
2021
Q4 | $27K | Buy |
4,001
+800
| +25% | +$5.4K | ﹤0.01% | 502 |
|
|
2021
Q3 | $21K | Buy |
3,201
+400
| +14% | +$2.62K | ﹤0.01% | 519 |
|
|
2021
Q2 | $19K | Buy |
2,801
+2,800
| +280,000% | +$19K | ﹤0.01% | 525 |
|
|
2021
Q1 | $0 | Buy |
+1
| New | – | ﹤0.01% | 951 |
|
|
2020
Q4 | – | Sell |
-1,140
| Closed | -$13K | – | 963 |
|
|
2020
Q3 | $13K | Buy |
1,140
+140
| +14% | +$1.6K | ﹤0.01% | 476 |
|
|
2020
Q2 | $11K | Buy |
+1,000
| New | +$11K | ﹤0.01% | 528 |
|