HBK Sorce Advisory’s Americas Gold and Silver USAS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,179
| Closed | -$3.2K | – | 603 |
|
|
2024
Q3 | $3.2K | Sell |
4,179
-797
| -16% | -$610 | ﹤0.01% | 579 |
|
|
2024
Q2 | $2.97K | Sell |
4,976
-1,118
| -18% | -$668 | ﹤0.01% | 565 |
|
|
2024
Q1 | $3.35K | Sell |
6,094
-12,605
| -67% | -$6.93K | ﹤0.01% | 601 |
|
|
2023
Q4 | $11.9K | Buy |
18,699
+852
| +5% | +$541 | ﹤0.01% | 563 |
|
|
2023
Q3 | $15.9K | Buy |
+17,847
| New | +$15.9K | ﹤0.01% | 555 |
|
|
2023
Q2 | – | Sell |
-19,137
| Closed | -$23K | – | 604 |
|
|
2023
Q1 | $23K | Buy |
+19,137
| New | +$23K | ﹤0.01% | 573 |
|