Creative Planning’s Yamana Gold, Inc. AUY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-19,888
| Closed | -$116K | – | 2751 |
|
|
2023
Q1 | $116K | Sell |
19,888
-13,901
| -41% | -$81.3K | ﹤0.01% | 2218 |
|
|
2022
Q4 | $188K | Buy |
33,789
+9,216
| +38% | +$51.1K | ﹤0.01% | 2026 |
|
|
2022
Q3 | $111K | Buy |
24,573
+920
| +4% | +$4.16K | ﹤0.01% | 1996 |
|
|
2022
Q2 | $110K | Buy |
23,653
+410
| +2% | +$1.91K | ﹤0.01% | 1950 |
|
|
2022
Q1 | $130K | Sell |
23,243
-1,376
| -6% | -$7.7K | ﹤0.01% | 1953 |
|
|
2021
Q4 | $104K | Sell |
24,619
-5,427
| -18% | -$22.9K | ﹤0.01% | 1950 |
|
|
2021
Q3 | $119K | Buy |
30,046
+4,178
| +16% | +$16.5K | ﹤0.01% | 1917 |
|
|
2021
Q2 | $109K | Sell |
25,868
-2,907
| -10% | -$12.2K | ﹤0.01% | 1849 |
|
|
2021
Q1 | $125K | Sell |
28,775
-6,648
| -19% | -$28.9K | ﹤0.01% | 2155 |
|
|
2020
Q4 | $202K | Sell |
35,423
-1,212
| -3% | -$6.91K | ﹤0.01% | 1866 |
|
|
2020
Q3 | $208K | Sell |
36,635
-1,433
| -4% | -$8.14K | ﹤0.01% | 1635 |
|
|
2020
Q2 | $208K | Sell |
38,068
-3,056
| -7% | -$16.7K | ﹤0.01% | 1488 |
|
|
2020
Q1 | $113K | Buy |
41,124
+13,902
| +51% | +$38.2K | ﹤0.01% | 1486 |
|
|
2019
Q4 | $108K | Buy |
27,222
+50
| +0.2% | +$198 | ﹤0.01% | 1731 |
|
|
2019
Q3 | $86K | Buy |
27,172
+2,018
| +8% | +$6.39K | ﹤0.01% | 1722 |
|
|
2019
Q2 | $63K | Buy |
25,154
+1,600
| +7% | +$4.01K | ﹤0.01% | 1773 |
|
|
2019
Q1 | $61K | Sell |
23,554
-8,839
| -27% | -$22.9K | ﹤0.01% | 1734 |
|
|
2018
Q4 | $76K | Sell |
32,393
-11,795
| -27% | -$27.7K | ﹤0.01% | 1651 |
|
|
2018
Q3 | $110K | Buy |
44,188
+1,806
| +4% | +$4.5K | ﹤0.01% | 1757 |
|
|
2018
Q2 | $123K | Buy |
42,382
+17,360
| +69% | +$50.4K | ﹤0.01% | 1716 |
|
|
2018
Q1 | $69K | Sell |
25,022
-12,050
| -33% | -$33.2K | ﹤0.01% | 1773 |
|
|
2017
Q4 | $116K | Buy |
37,072
+23,399
| +171% | +$73.2K | ﹤0.01% | 1694 |
|
|
2017
Q3 | $36K | Sell |
13,673
-31,965
| -70% | -$84.2K | ﹤0.01% | 1790 |
|
|
2017
Q2 | $111K | Buy |
45,638
+19,795
| +77% | +$48.1K | ﹤0.01% | 1903 |
|
|
2017
Q1 | $71K | Buy |
25,843
+10,619
| +70% | +$29.2K | ﹤0.01% | 2185 |
|
|
2016
Q4 | $43K | Sell |
15,224
-2,376
| -14% | -$6.71K | ﹤0.01% | 2500 |
|
|
2016
Q3 | $76K | Sell |
17,600
-1,019
| -5% | -$4.4K | ﹤0.01% | 2034 |
|
|
2016
Q2 | $97K | Sell |
18,619
-7,914
| -30% | -$41.2K | ﹤0.01% | 1694 |
|
|
2016
Q1 | $81K | Buy |
26,533
+3,450
| +15% | +$10.5K | ﹤0.01% | 1753 |
|
|
2015
Q4 | $43K | Sell |
23,083
-1,300
| -5% | -$2.42K | ﹤0.01% | 2215 |
|
|
2015
Q3 | $41K | Sell |
24,383
-4,168
| -15% | -$7.01K | ﹤0.01% | 2176 |
|
|
2015
Q2 | $86K | Buy |
28,551
+4,765
| +20% | +$14.4K | ﹤0.01% | 970 |
|
|
2015
Q1 | $85K | Buy |
23,786
+2,466
| +12% | +$8.81K | ﹤0.01% | 1654 |
|
|
2014
Q4 | $86K | Buy |
21,320
+2,361
| +12% | +$9.52K | ﹤0.01% | 1614 |
|
|
2014
Q3 | $114K | Buy |
18,959
+7,101
| +60% | +$42.7K | ﹤0.01% | 1382 |
|
|
2014
Q2 | $97K | Buy |
11,858
+1,861
| +19% | +$15.2K | ﹤0.01% | 1441 |
|
|
2014
Q1 | $88K | Buy |
9,997
+156
| +2% | +$1.37K | ﹤0.01% | 1479 |
|
|
2013
Q4 | $85K | Sell |
9,841
-6,323
| -39% | -$54.6K | ﹤0.01% | 1296 |
|
|
2013
Q3 | $168K | Buy |
16,164
+10,250
| +173% | +$107K | ﹤0.01% | 837 |
|
|
2013
Q2 | $56K | Buy |
+5,914
| New | +$56K | ﹤0.01% | 1325 |
|