Jeppson Wealth Management’s Yamana Gold, Inc. AUY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-23,950
| Closed | -$140K | – | 209 |
|
|
2023
Q1 | $140K | Sell |
23,950
-150
| -0.6% | -$878 | 0.06% | 193 |
|
|
2022
Q4 | $134K | Hold |
24,100
| – | – | 0.06% | 200 |
|
|
2022
Q3 | $109K | Hold |
24,100
| – | – | 0.05% | 191 |
|
|
2022
Q2 | $112K | Buy |
24,100
+1,500
| +7% | +$6.97K | 0.05% | 188 |
|
|
2022
Q1 | $126K | Hold |
22,600
| – | – | 0.06% | 168 |
|
|
2021
Q4 | $95K | Hold |
22,600
| – | – | 0.05% | 158 |
|
|
2021
Q3 | $89K | Hold |
22,600
| – | – | 0.05% | 154 |
|
|
2021
Q2 | $95K | Hold |
22,600
| – | – | 0.05% | 150 |
|
|
2021
Q1 | $98K | Hold |
22,600
| – | – | 0.06% | 139 |
|
|
2020
Q4 | $129K | Hold |
22,600
| – | – | 0.09% | 135 |
|
|
2020
Q3 | $128K | Buy |
+22,600
| New | +$128K | 0.1% | 152 |
|