Jeppson Wealth Management’s Pan American Silver PAAS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-10,802
| Closed | -$270K | – | 173 |
|
|
2021
Q4 | $270K | Buy |
10,802
+1,860
| +21% | +$46.5K | 0.13% | 130 |
|
|
2021
Q3 | $208K | Sell |
8,942
-2,417
| -21% | -$56.2K | 0.11% | 144 |
|
|
2021
Q2 | $324K | Buy |
+11,359
| New | +$324K | 0.18% | 104 |
|
|
2020
Q4 | – | Sell |
-250
| Closed | -$8K | – | 351 |
|
|
2020
Q3 | $8K | Buy |
+250
| New | +$8K | 0.01% | 417 |
|