FWM
Focused Wealth Management’s Solitario Resources XPL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $371K | Buy |
570,900
+100,000
| +21% | +$65K | 0.04% | 112 |
|
2025
Q1 | $283K | Buy |
470,900
+100,000
| +27% | +$60K | 0.04% | 123 |
|
2024
Q4 | $221K | Hold |
370,900
| – | – | 0.03% | 146 |
|
2024
Q3 | $260K | Buy |
370,900
+60,000
| +19% | +$42K | 0.03% | 148 |
|
2024
Q2 | $275K | Buy |
310,900
+135,000
| +77% | +$119K | 0.04% | 120 |
|
2024
Q1 | $106K | Buy |
175,900
+75,900
| +76% | +$45.5K | 0.02% | 152 |
|
2023
Q4 | $56K | Hold |
100,000
| – | – | 0.01% | 289 |
|
2023
Q3 | $54.5K | Hold |
100,000
| – | – | 0.01% | 283 |
|
2023
Q2 | $57.5K | Buy |
100,000
+50,000
| +100% | +$28.8K | 0.01% | 282 |
|
2023
Q1 | $33.1K | Hold |
50,000
| – | – | 0.01% | 365 |
|
2022
Q4 | $31K | Hold |
50,000
| – | – | 0.01% | 358 |
|
2022
Q3 | $25K | Hold |
50,000
| – | – | 0.01% | 355 |
|
2022
Q2 | $29K | Buy |
+50,000
| New | +$29K | 0.01% | 343 |
|