CAPTRUST Financial Advisors’s Trilogy Metals TMQ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$57.1K Buy
2022
Q3
Sell
2022
Q2
$5K Sell
2022
Q1
$7K Buy
2021
Q4
$10K Hold
2021
Q3
$11K Hold
2021
Q2
$15K Hold
2021
Q1
$13K Hold
2020
Q4
$12K Hold
2020
Q3
$10K Hold
2020
Q2
$12K Buy