BerganKDV Wealth Management’s Metalla Royalty & Streaming MTA 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 | -$28K | – | 1000 |
|
|
2023
Q1 | $28K | Hold |
5,000
| – | – | ﹤0.01% | 467 |
|
|
2022
Q4 | $24.6K | Hold |
5,000
| – | – | ﹤0.01% | 469 |
|
|
2022
Q3 | $19K | Buy |
5,000
+1,500
| +43% | +$5.7K | ﹤0.01% | 500 |
|
|
2022
Q2 | $17K | Hold |
3,500
| – | – | ﹤0.01% | 510 |
|
|
2022
Q1 | $25K | Hold |
3,500
| – | – | ﹤0.01% | 488 |
|
|
2021
Q4 | $24K | Buy |
+3,500
| New | +$24K | ﹤0.01% | 521 |
|