CFA
PLM
Cahill Financial Advisors’s PolyMet Mining Corp. PLM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-25,527
| Closed | -$53.1K | – | 250 |
|
|
2023
Q3 | $53.1K | Sell |
25,527
-3,646
| -12% | -$7.58K | 0.01% | 240 |
|
|
2023
Q2 | $23K | Sell |
29,173
-5,580
| -16% | -$4.41K | ﹤0.01% | 236 |
|
|
2023
Q1 | $74.7K | Sell |
34,753
-40
| -0.1% | -$86 | 0.01% | 233 |
|
|
2022
Q4 | $92.2K | Hold |
34,793
| – | – | 0.02% | 223 |
|
|
2022
Q3 | $100K | Sell |
34,793
-329
| -0.9% | -$946 | 0.02% | 211 |
|
|
2022
Q2 | $97K | Sell |
35,122
-35
| -0.1% | -$97 | 0.02% | 206 |
|
|
2022
Q1 | $147K | Hold |
35,157
| – | – | 0.03% | 218 |
|
|
2021
Q4 | $88K | Hold |
35,157
| – | – | 0.02% | 216 |
|
|
2021
Q3 | $107K | Hold |
35,157
| – | – | 0.02% | 263 |
|
|
2021
Q2 | $127K | Hold |
35,157
| – | – | 0.03% | 204 |
|
|
2021
Q1 | $111K | Buy |
35,157
+10,000
| +40% | +$31.6K | 0.03% | 201 |
|
|
2020
Q4 | $86K | Hold |
25,157
| – | – | 0.02% | 190 |
|
|
2020
Q3 | $92K | Sell |
25,157
-220,537
| -90% | -$807K | 0.03% | 163 |
|
|
2020
Q2 | $101K | Sell |
245,694
-510
| -0.2% | -$210 | 0.04% | 156 |
|
|
2020
Q1 | $59K | Hold |
246,204
| – | – | 0.03% | 145 |
|
|
2019
Q4 | $63K | Sell |
246,204
-194,698
| -44% | -$49.8K | 0.02% | 160 |
|
|
2019
Q3 | $142K | Buy |
440,902
+5,949
| +1% | +$1.92K | 0.06% | 153 |
|
|
2019
Q2 | $187K | Buy |
434,953
+41,514
| +11% | +$17.8K | 0.07% | 151 |
|
|
2019
Q1 | $267K | Hold |
393,439
| – | – | 0.11% | 133 |
|
|
2018
Q4 | $320K | Buy |
393,439
+26,598
| +7% | +$21.6K | 0.16% | 113 |
|
|
2018
Q3 | $375K | Buy |
366,841
+146,000
| +66% | +$149K | 0.17% | 119 |
|
|
2018
Q2 | $219K | Buy |
220,841
+27,514
| +14% | +$27.3K | 0.1% | 143 |
|
|
2018
Q1 | $168K | Buy |
+193,327
| New | +$168K | 0.08% | 149 |
|