Creative Planning’s Coeur Mining CDE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.66M | Buy |
187,512
+65,177
| +53% | +$577K | ﹤0.01% | 1462 |
|
|
2025
Q1 | $724K | Buy |
122,335
+83,590
| +216% | +$495K | ﹤0.01% | 1974 |
|
|
2024
Q4 | $222K | Sell |
38,745
-2,301
| -6% | -$13.2K | ﹤0.01% | 2889 |
|
|
2024
Q3 | $282K | Buy |
41,046
+8,914
| +28% | +$61.3K | ﹤0.01% | 2563 |
|
|
2024
Q2 | $181K | Sell |
32,132
-8,809
| -22% | -$49.5K | ﹤0.01% | 2690 |
|
|
2024
Q1 | $154K | Buy |
+40,941
| New | +$154K | ﹤0.01% | 2616 |
|
|
2023
Q4 | – | Sell |
-2,210
| Closed | -$4.91K | – | 2765 |
|
|
2023
Q3 | $4.91K | Sell |
2,210
-5,154
| -70% | -$11.4K | ﹤0.01% | 2678 |
|
|
2023
Q2 | $20.9K | Buy |
+7,364
| New | +$20.9K | ﹤0.01% | 2475 |
|
|
2019
Q2 | – | Sell |
-133,391
| Closed | -$544K | – | 1902 |
|
|
2019
Q1 | $544K | Buy |
133,391
+58,848
| +79% | +$240K | ﹤0.01% | 983 |
|
|
2018
Q4 | $333K | Buy |
+74,543
| New | +$333K | ﹤0.01% | 1166 |
|
|
2017
Q4 | – | Sell |
-10,500
| Closed | -$96K | – | 1887 |
|
|
2017
Q3 | $96K | Sell |
10,500
-2,000
| -16% | -$18.3K | ﹤0.01% | 1706 |
|
|
2017
Q2 | $107K | Sell |
12,500
-6,532
| -34% | -$55.9K | ﹤0.01% | 1923 |
|
|
2017
Q1 | $154K | Sell |
19,032
-30,668
| -62% | -$248K | ﹤0.01% | 1648 |
|
|
2016
Q4 | $452K | Sell |
49,700
-513
| -1% | -$4.67K | ﹤0.01% | 964 |
|
|
2016
Q3 | $594K | Buy |
50,213
+47,340
| +1,648% | +$560K | ﹤0.01% | 800 |
|
|
2016
Q2 | $31K | Buy |
2,873
+154
| +6% | +$1.66K | ﹤0.01% | 2441 |
|
|
2016
Q1 | $15K | Hold |
2,719
| – | – | ﹤0.01% | 2925 |
|
|
2015
Q4 | $7K | Sell |
2,719
-100
| -4% | -$257 | ﹤0.01% | 3433 |
|
|
2015
Q3 | $8K | Buy |
+2,819
| New | +$8K | ﹤0.01% | 3289 |
|
|
2015
Q2 | – | Sell |
-6,090
| Closed | -$29K | – | 1339 |
|
|
2015
Q1 | $29K | Sell |
6,090
-16,154
| -73% | -$76.9K | ﹤0.01% | 2402 |
|
|
2014
Q4 | $114K | Buy |
22,244
+14,985
| +206% | +$76.8K | ﹤0.01% | 1471 |
|
|
2014
Q3 | $36K | Buy |
7,259
+1,200
| +20% | +$5.95K | ﹤0.01% | 2124 |
|
|
2014
Q2 | $56K | Buy |
6,059
+200
| +3% | +$1.85K | ﹤0.01% | 1789 |
|
|
2014
Q1 | $54K | Buy |
5,859
+1,059
| +22% | +$9.76K | ﹤0.01% | 1740 |
|
|
2013
Q4 | $52K | Sell |
4,800
-4,881
| -50% | -$52.9K | ﹤0.01% | 1580 |
|
|
2013
Q3 | $117K | Buy |
9,681
+4,800
| +98% | +$58K | ﹤0.01% | 1025 |
|
|
2013
Q2 | $65K | Buy |
+4,881
| New | +$65K | ﹤0.01% | 1230 |
|