EP Wealth Advisors’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
$288K Sell
32,491
-1,966
-6% -$17.4K ﹤0.01% 1041
2025
Q1
$204K Buy
34,457
+13,929
+68% +$82.5K ﹤0.01% 1123
2024
Q4
$117K Buy
+20,528
New +$117K ﹤0.01% 1178