Cypress Wealth Services’s Fortuna Silver Mines FSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $116K | Sell |
13,786
-725
| -5% | -$7.03K | 0.01% | 419 |
|
|
2026
Q1 | $144K | Sell |
14,511
-6,519
| -31% | -$70.6K | 0.02% | 386 |
|
|
2025
Q4 | $206K | Sell |
21,030
-7,765
| -27% | -$69.9K | 0.03% | 372 |
|
|
2025
Q3 | $258K | Sell |
28,795
-6,449
| -18% | -$47.1K | 0.04% | 279 |
|
|
2025
Q2 | $230K | Hold |
35,244
| – | – | 0.04% | 277 |
|
|
2025
Q1 | $215K | Hold |
35,244
| – | – | 0.04% | 265 |
|
|
2024
Q4 | $151K | Hold |
35,244
| – | – | 0.03% | 271 |
|
|
2024
Q3 | $163K | Hold |
35,244
| – | – | 0.03% | 273 |
|
|
2024
Q2 | $172K | Hold |
35,244
| – | – | 0.04% | 250 |
|
|
2024
Q1 | $131K | Hold |
35,244
| – | – | 0.03% | 255 |
|
|
2023
Q4 | $136K | Hold |
35,244
| – | – | 0.03% | 239 |
|
|
2023
Q3 | $95.9K | Hold |
35,244
| – | – | 0.03% | 234 |
|
|
2023
Q2 | $130K | Hold |
35,244
| – | – | 0.03% | 245 |
|
|
2023
Q1 | $135K | Hold |
35,244
| – | – | 0.04% | 240 |
|
|
2022
Q4 | $132K | Hold |
35,244
| – | – | 0.04% | 229 |
|
|
2022
Q3 | $100K | Hold |
35,244
| – | – | 0.03% | 218 |
|
|
2022
Q2 | $100K | Sell |
35,244
-284
| -0.8% | -$989 | 0.03% | 223 |
|
|
2022
Q1 | $135K | Hold |
35,528
| – | – | 0.04% | 238 |
|
|
2021
Q4 | $139K | Sell |
35,528
-357
| -1% | -$1.47K | 0.04% | 224 |
|
|
2021
Q3 | $141K | Hold |
35,885
| – | – | 0.04% | 220 |
|
|
2021
Q2 | $199K | Sell |
35,885
-562
| -2% | -$3.72K | 0.05% | 253 |
|
|
2021
Q1 | $236K | Sell |
36,447
-853
| -2% | -$6.42K | 0.05% | 248 |
|
|
2020
Q4 | $307K | Buy |
+37,300
| New | +$258K | 0.07% | 202 |
|
|
2020
Q3 | – | Sell |
-38,250
| Closed | -$246K | – | 340 |
|
|
2020
Q2 | $195K | Hold |
38,250
| – | – | 0.05% | 257 |
|
|
2020
Q1 | $88K | Hold |
38,250
| – | – | 0.03% | 238 |
|
|
2019
Q4 | $156K | Hold |
38,250
| – | – | 0.04% | 250 |
|
|
2019
Q3 | $118K | Hold |
38,250
| – | – | 0.03% | 247 |
|
|
2019
Q2 | $109K | Hold |
38,250
| – | – | 0.03% | 254 |
|
|
2019
Q1 | $128K | Hold |
38,250
| – | – | 0.04% | 253 |
|
|
2018
Q4 | $139K | Hold |
38,250
| – | – | 0.06% | 212 |
|
|
2018
Q3 | $167K | Hold |
38,250
| – | – | 0.06% | 218 |
|
|
2018
Q2 | $217K | Hold |
38,250
| – | – | 0.08% | 203 |
|
|
2018
Q1 | $199K | Hold |
38,250
| – | – | 0.09% | 182 |
|
|
2017
Q4 | $200K | Buy |
+38,250
| New | +$172K | 0.08% | 194 |
|
Other funds holding FSM
DC
TFIAP
GIC
PP
BAM
WFA