Creative Planning’s Avino Silver & Gold Mines ASM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-20,700
| Closed | -$13.7K | – | 2824 |
|
|
2023
Q2 | $13.7K | Buy |
20,700
+2,000
| +11% | +$1.32K | ﹤0.01% | 2492 |
|
|
2023
Q1 | $16.6K | Hold |
18,700
| – | – | ﹤0.01% | 2389 |
|
|
2022
Q4 | $12.7K | Hold |
18,700
| – | – | ﹤0.01% | 2304 |
|
|
2022
Q3 | $10K | Buy |
18,700
+1,200
| +7% | +$642 | ﹤0.01% | 2183 |
|
|
2022
Q2 | $9K | Buy |
+17,500
| New | +$9K | ﹤0.01% | 2153 |
|
|
2021
Q2 | – | Sell |
-28,951
| Closed | -$36K | – | 2008 |
|
|
2021
Q1 | $36K | Buy |
28,951
+15,463
| +115% | +$19.2K | ﹤0.01% | 2285 |
|
|
2020
Q4 | $18K | Buy |
+13,488
| New | +$18K | ﹤0.01% | 2085 |
|
|
2019
Q2 | – | Sell |
-27,500
| Closed | -$17K | – | 1893 |
|
|
2019
Q1 | $17K | Sell |
27,500
-1,000
| -4% | -$618 | ﹤0.01% | 1809 |
|
|
2018
Q4 | $17K | Sell |
28,500
-5,000
| -15% | -$2.98K | ﹤0.01% | 1758 |
|
|
2018
Q3 | $21K | Sell |
33,500
-3,500
| -9% | -$2.19K | ﹤0.01% | 1889 |
|
|
2018
Q2 | $46K | Buy |
37,000
+6,000
| +19% | +$7.46K | ﹤0.01% | 1825 |
|
|
2018
Q1 | $43K | Hold |
31,000
| – | – | ﹤0.01% | 1805 |
|
|
2017
Q4 | $42K | Sell |
31,000
-500
| -2% | -$677 | ﹤0.01% | 1798 |
|
|
2017
Q3 | $49K | Hold |
31,500
| – | – | ﹤0.01% | 1762 |
|
|
2017
Q2 | $50K | Buy |
31,500
+500
| +2% | +$794 | ﹤0.01% | 2489 |
|
|
2017
Q1 | $54K | Buy |
31,000
+14,900
| +93% | +$26K | ﹤0.01% | 2397 |
|
|
2016
Q4 | $22K | Buy |
16,100
+10,000
| +164% | +$13.7K | ﹤0.01% | 2968 |
|
|
2016
Q3 | $13K | Buy |
6,100
+4,357
| +250% | +$9.29K | ﹤0.01% | 3265 |
|
|
2016
Q2 | $4K | Buy |
+1,743
| New | +$4K | ﹤0.01% | 3651 |
|