Integrated Wealth Concepts’s Pan American Silver PAAS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-11,348
| Closed | -$226K | – | 1717 |
|
2024
Q2 | $226K | Sell |
11,348
-26,146
| -70% | -$520K | ﹤0.01% | 1470 |
|
2024
Q1 | $565K | Buy |
37,494
+362
| +1% | +$5.46K | 0.01% | 1000 |
|
2023
Q4 | $606K | Sell |
37,132
-36,057
| -49% | -$589K | 0.01% | 913 |
|
2023
Q3 | $1.06M | Buy |
73,189
+4,047
| +6% | +$58.6K | 0.02% | 670 |
|
2023
Q2 | $1.01M | Buy |
+69,142
| New | +$1.01M | 0.02% | 682 |
|