Capital Advisory Group Advisory Services’s Fortuna Silver Mines FSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-26,412
| Closed | -$161K | – | 177 |
|
|
2025
Q1 | $161K | Hold |
26,412
| – | – | 0.06% | 168 |
|
|
2024
Q4 | $113K | Hold |
26,412
| – | – | 0.04% | 169 |
|
|
2024
Q3 | $122K | Hold |
26,412
| – | – | 0.05% | 150 |
|
|
2024
Q2 | $129K | Hold |
26,412
| – | – | 0.06% | 145 |
|
|
2024
Q1 | $98.5K | Sell |
26,412
-2,053
| -7% | -$7.66K | 0.05% | 141 |
|
|
2023
Q4 | $110K | Hold |
28,465
| – | – | 0.06% | 141 |
|
|
2023
Q3 | $77.4K | Hold |
28,465
| – | – | 0.04% | 147 |
|
|
2023
Q2 | $92K | Buy |
28,465
+3,000
| +12% | +$9.7K | 0.07% | 77 |
|
|
2023
Q1 | $97.3K | Buy |
25,465
+1,000
| +4% | +$3.82K | 0.06% | 146 |
|
|
2022
Q4 | $91.7K | Hold |
24,465
| – | – | 0.06% | 130 |
|
|
2022
Q3 | $62K | Buy |
24,465
+580
| +2% | +$1.47K | 0.04% | 138 |
|
|
2022
Q2 | $70K | Sell |
23,885
-1,409
| -6% | -$4.13K | 0.04% | 155 |
|
|
2022
Q1 | $96K | Sell |
25,294
-853
| -3% | -$3.24K | 0.04% | 199 |
|
|
2021
Q4 | $102K | Buy |
+26,147
| New | +$102K | 0.04% | 166 |
|
|
2021
Q3 | – | Sell |
-35,737
| Closed | -$198K | – | 553 |
|
|
2021
Q2 | $198K | Buy |
35,737
+4,338
| +14% | +$24K | 0.07% | 198 |
|
|
2021
Q1 | $203K | Buy |
31,399
+669
| +2% | +$4.33K | 0.08% | 182 |
|
|
2020
Q4 | $253K | Buy |
30,730
+30,228
| +6,022% | +$249K | 0.11% | 149 |
|
|
2020
Q3 | $3K | Buy |
+502
| New | +$3K | ﹤0.01% | 419 |
|