J.P. Morgan Private Wealth Advisors’s Pan American Silver PAAS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-10,160
| Closed | -$148K | – | 1767 |
|
2023
Q2 | $148K | Sell |
10,160
-1,420
| -12% | -$20.7K | ﹤0.01% | 1420 |
|
2023
Q1 | $211K | Buy |
+11,580
| New | +$211K | ﹤0.01% | 1809 |
|
2019
Q2 | – | Sell |
-17,600
| Closed | -$233K | – | 1438 |
|
2019
Q1 | $233K | Hold |
17,600
| – | – | ﹤0.01% | 1319 |
|
2018
Q4 | $257K | Sell |
17,600
-17,500
| -50% | -$256K | ﹤0.01% | 1239 |
|
2018
Q3 | $518K | Hold |
35,100
| – | – | ﹤0.01% | 1060 |
|
2018
Q2 | $628K | Hold |
35,100
| – | – | ﹤0.01% | 928 |
|
2018
Q1 | $567K | Buy |
35,100
+14,000
| +66% | +$226K | ﹤0.01% | 829 |
|
2017
Q4 | $328K | Buy |
+21,100
| New | +$328K | ﹤0.01% | 1016 |
|