Creative Planning’s Fortuna Silver Mines FSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-11,050
| Closed | -$41.4K | – | 2579 |
|
|
2022
Q4 | $41.4K | Buy |
+11,050
| New | +$41.4K | ﹤0.01% | 2232 |
|
|
2022
Q1 | – | Sell |
-26,100
| Closed | -$102K | – | 2303 |
|
|
2021
Q4 | $102K | Buy |
26,100
+8,694
| +50% | +$34K | ﹤0.01% | 1952 |
|
|
2021
Q3 | $68K | Buy |
17,406
+1,410
| +9% | +$5.51K | ﹤0.01% | 1968 |
|
|
2021
Q2 | $89K | Sell |
15,996
-17,609
| -52% | -$98K | ﹤0.01% | 1869 |
|
|
2021
Q1 | $217K | Sell |
33,605
-3,504
| -9% | -$22.6K | ﹤0.01% | 2001 |
|
|
2020
Q4 | $306K | Sell |
37,109
-70
| -0.2% | -$577 | ﹤0.01% | 1593 |
|
|
2020
Q3 | $236K | Buy |
37,179
+6,559
| +21% | +$41.6K | ﹤0.01% | 1558 |
|
|
2020
Q2 | $156K | Buy |
30,620
+8,830
| +41% | +$45K | ﹤0.01% | 1562 |
|
|
2020
Q1 | $50K | Sell |
21,790
-1,560
| -7% | -$3.58K | ﹤0.01% | 1603 |
|
|
2019
Q4 | $95K | Buy |
23,350
+3,850
| +20% | +$15.7K | ﹤0.01% | 1739 |
|
|
2019
Q3 | $60K | Buy |
19,500
+2,650
| +16% | +$8.15K | ﹤0.01% | 1754 |
|
|
2019
Q2 | $48K | Sell |
16,850
-40,000
| -70% | -$114K | ﹤0.01% | 1793 |
|
|
2019
Q1 | $190K | Hold |
56,850
| – | – | ﹤0.01% | 1590 |
|
|
2018
Q4 | $207K | Buy |
56,850
+38,000
| +202% | +$138K | ﹤0.01% | 1462 |
|
|
2018
Q3 | $82K | Sell |
18,850
-700
| -4% | -$3.05K | ﹤0.01% | 1795 |
|
|
2018
Q2 | $111K | Buy |
19,550
+700
| +4% | +$3.97K | ﹤0.01% | 1730 |
|
|
2018
Q1 | $98K | Sell |
18,850
-931
| -5% | -$4.84K | ﹤0.01% | 1735 |
|
|
2017
Q4 | $103K | Sell |
19,781
-22,000
| -53% | -$115K | ﹤0.01% | 1717 |
|
|
2017
Q3 | $183K | Buy |
41,781
+20,000
| +92% | +$87.6K | ﹤0.01% | 1611 |
|
|
2017
Q2 | $107K | Hold |
21,781
| – | – | ﹤0.01% | 1925 |
|
|
2017
Q1 | $113K | Buy |
21,781
+3,400
| +18% | +$17.6K | ﹤0.01% | 1854 |
|
|
2016
Q4 | $104K | Sell |
18,381
-1,365
| -7% | -$7.72K | ﹤0.01% | 1821 |
|
|
2016
Q3 | $143K | Sell |
19,746
-2,619
| -12% | -$19K | ﹤0.01% | 1599 |
|
|
2016
Q2 | $156K | Buy |
22,365
+1,990
| +10% | +$13.9K | ﹤0.01% | 1388 |
|
|
2016
Q1 | $79K | Sell |
20,375
-2,425
| -11% | -$9.4K | ﹤0.01% | 1767 |
|
|
2015
Q4 | $51K | Buy |
22,800
+5,000
| +28% | +$11.2K | ﹤0.01% | 2081 |
|
|
2015
Q3 | $39K | Sell |
17,800
-7,300
| -29% | -$16K | ﹤0.01% | 2209 |
|
|
2015
Q2 | $92K | Buy |
25,100
+300
| +1% | +$1.1K | ﹤0.01% | 961 |
|
|
2015
Q1 | $95K | Buy |
24,800
+7,000
| +39% | +$26.8K | ﹤0.01% | 1590 |
|
|
2014
Q4 | $81K | Buy |
17,800
+750
| +4% | +$3.41K | ﹤0.01% | 1654 |
|
|
2014
Q3 | $69K | Buy |
+17,050
| New | +$69K | ﹤0.01% | 1699 |
|