Carson Wealth (CWM LLC)’s Yamana Gold, Inc. AUY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,063
| Closed | -$6K | – | 4604 |
|
|
2023
Q1 | $6K | Hold |
1,063
| – | – | ﹤0.01% | 3254 |
|
|
2022
Q4 | $6K | Buy |
+1,063
| New | +$5.37K | ﹤0.01% | 3131 |
|
|
2022
Q3 | – | Sell |
-16,073
| Closed | -$75K | – | 4296 |
|
|
2022
Q2 | $75K | Buy |
16,073
+500
| +3% | +$2.71K | ﹤0.01% | 1443 |
|
|
2022
Q1 | $87K | Buy |
+15,573
| New | +$73.6K | ﹤0.01% | 1386 |
|
|
2019
Q1 | – | Sell |
-2,525
| Closed | -$6K | – | 3354 |
|
|
2018
Q4 | $6K | Buy |
2,525
+5
| +0.2% | +$12 | ﹤0.01% | 1499 |
|
|
2018
Q3 | $6K | Buy |
2,520
+4
| +0.2% | +$11 | ﹤0.01% | 1311 |
|
|
2018
Q2 | $7K | Buy |
2,516
+4
| +0.2% | +$12 | ﹤0.01% | 1124 |
|
|
2018
Q1 | $7K | Buy |
2,512
+3
| +0.1% | +$9 | ﹤0.01% | 952 |
|
|
2017
Q4 | $8K | Buy |
2,509
+4
| +0.2% | +$11 | ﹤0.01% | 953 |
|
|
2017
Q3 | $7K | Buy |
2,505
+5
| +0.2% | +$13 | ﹤0.01% | 1005 |
|
|
2017
Q2 | $6K | Sell |
2,500
-1,150
| -32% | -$3.1K | ﹤0.01% | 868 |
|
|
2017
Q1 | $10K | Buy |
3,650
+1,150
| +46% | +$3.48K | ﹤0.01% | 759 |
|
|
2016
Q4 | $7K | Buy |
2,500
+1,000
| +67% | +$3.27K | ﹤0.01% | 803 |
|
|
2016
Q3 | $6K | Sell |
1,500
-1,000
| -40% | -$5.15K | ﹤0.01% | 806 |
|
|
2016
Q2 | $13K | Hold |
2,500
| – | – | ﹤0.01% | 527 |
|
|
2016
Q1 | $8K | Hold |
2,500
| – | – | ﹤0.01% | 556 |
|
|
2015
Q4 | $5K | Hold |
2,500
| – | – | ﹤0.01% | 531 |
|
|
2015
Q3 | $4K | Buy |
+2,500
| New | +$5.11K | ﹤0.01% | 533 |
|
|
2014
Q1 | – | Sell |
-79,643
| Closed | -$687K | – | 523 |
|
|
2013
Q4 | $687K | Sell |
79,643
-150,019
| -65% | -$1.39M | 0.11% | 124 |
|
|
2013
Q3 | $2.39M | Buy |
+229,662
| New | +$2.42M | 0.63% | 43 |
|
Other funds holding AUY
Carson Wealth (CWM LLC)'s AUY Position: Q2 2023 in Review
Carson Wealth (CWM LLC) sold out of Yamana Gold, Inc. (AUY) in Q2 2023, closing a stake of 1,063 shares — an estimated $6K sold.
Carson Wealth (CWM LLC) first reported a position in AUY in Q3 2013 and held it in 20 quarters. The position peaked at $2.39M in Q3 2013. 1 fund tracked by Wall St. Rank holds AUY as of Q2 2023.
- Carson Wealth (CWM LLC) reported no remaining Yamana Gold, Inc. position as of Q2 2023 after selling out during the quarter.
- Carson Wealth (CWM LLC) sold 1,063 Yamana Gold, Inc. shares in Q2 2023, an estimated $6K.
- Carson Wealth (CWM LLC) first reported a position in Yamana Gold, Inc. in Q3 2013 and held it in 20 quarters.
- Carson Wealth (CWM LLC)'s Yamana Gold, Inc. position peaked at $2.39M in Q3 2013.
- 1 fund tracked by Wall St. Rank held Yamana Gold, Inc. as of Q2 2023.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2023, filed 3 Aug 2023.