Dynamic Advisor Solutions’s Southern Copper SCCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,933
| Closed | -$200K | – | 994 |
|
|
2024
Q2 | $200K | Sell |
1,933
-2,653
| -58% | -$275K | 0.01% | 882 |
|
|
2024
Q1 | $465K | Buy |
4,586
+113
| +3% | +$11.5K | 0.02% | 625 |
|
|
2023
Q4 | $356K | Sell |
4,473
-87
| -2% | -$6.93K | 0.01% | 666 |
|
|
2023
Q3 | $327K | Buy |
4,560
+228
| +5% | +$16.3K | 0.02% | 631 |
|
|
2023
Q2 | $296K | Buy |
4,332
+555
| +15% | +$37.9K | 0.02% | 632 |
|
|
2023
Q1 | $274K | Buy |
3,777
+252
| +7% | +$18.3K | 0.02% | 612 |
|
|
2022
Q4 | $203K | Buy |
+3,525
| New | +$203K | 0.01% | 664 |
|
|
2022
Q2 | – | Sell |
-3,221
| Closed | -$233K | – | 761 |
|
|
2022
Q1 | $233K | Buy |
+3,221
| New | +$233K | 0.02% | 635 |
|