Harbor Investment Advisory’s Coeur Mining CDE Stock Holding History

Harbor Investment Advisory’s Portfolio CDE Stock Details CDE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$89.8K	Hold	5,500	–	–	0.01%	590
2026 Q1	$103K	Buy	+5,500	New	+$120K	0.01%	504
2022 Q4	–	Sell	-906	Closed	-$3K	–	1343
2022 Q3	$3K	Hold	906	–	–	﹤0.01%	1181
2022 Q2	$3K	Hold	906	–	–	﹤0.01%	1190
2022 Q1	$4K	Sell	906 -2,918	-76%	-$13.9K	﹤0.01%	1177
2021 Q4	$19K	Buy	3,824 +2,163	+130%	+$13K	﹤0.01%	942
2021 Q3	$10K	Hold	1,661	–	–	﹤0.01%	1052
2021 Q2	$15K	Sell	1,661 -1,970	-54%	-$19K	﹤0.01%	942
2021 Q1	$33K	Sell	3,631 -668	-16%	-$6.21K	0.01%	769
2020 Q4	$44K	Buy	4,299 +1,427	+50%	+$11.7K	0.01%	654
2020 Q3	$21K	Buy	2,872 +1,417	+97%	+$10.7K	﹤0.01%	723
2020 Q2	$7K	Hold	1,455	–	–	﹤0.01%	828
2020 Q1	$5K	Buy	+1,455	New	+$7.56K	﹤0.01%	851

Other funds holding CDE

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $1.83B AUM 37.01% 1-Year Est. Return

Steadtrust Allen, Texas $198M AUM 99.37% 1-Year Est. Return

PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return

Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

BFI Infinity Zurich, Switzerland $208M AUM