Heritage Wealth Management (Arizona)’s SilverCrest Metals Inc. Common Shares SILV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
$6.2K Buy
1,034
+517
+100% +$3.08K ﹤0.01% 848
2022
Q3
$3K Hold
517
﹤0.01% 854
2022
Q2
$3.16K Hold
517
﹤0.01% 830
2022
Q1
$5K Buy
+517
New +$4.36K ﹤0.01% 809
2021
Q3
$5K Hold
717
﹤0.01% 742
2021
Q2
$6K Buy
717
+200
+39% +$1.83K ﹤0.01% 733
2021
Q1
$4K Buy
+517
New +$4.74K ﹤0.01% 670

Other funds holding SILV

Heritage Wealth Management (Arizona)'s SILV Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its SilverCrest Metals Inc. Common Shares (SILV) stake by 100% in Q4 2022, buying an estimated $3.08K and bringing the position to 1,034 shares worth $6.2K. The position accounts for ﹤0.01% of the portfolio, ranked #848.

Heritage Wealth Management (Arizona) first reported a position in SILV in Q1 2021 and has held it in 7 quarters since. 128 funds tracked by Wall St. Rank hold SILV as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 1,034 shares of SilverCrest Metals Inc. Common Shares worth $6.2K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 517 SilverCrest Metals Inc. Common Shares shares in Q4 2022, an estimated $3.08K.
  • SilverCrest Metals Inc. Common Shares made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #848 holding.
  • Heritage Wealth Management (Arizona) first reported a position in SilverCrest Metals Inc. Common Shares in Q1 2021 and has held it in 7 quarters since.
  • 128 funds tracked by Wall St. Rank held SilverCrest Metals Inc. Common Shares as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.