JNBA Financial Advisors’s PolyMet Mining Corp. PLM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-9,355
| Closed | -$19.5K | – | 763 |
|
|
2023
Q3 | $19.5K | Hold |
9,355
| – | – | ﹤0.01% | 388 |
|
|
2023
Q2 | $7.39K | Hold |
9,355
| – | – | ﹤0.01% | 496 |
|
|
2023
Q1 | $20.1K | Hold |
9,355
| – | – | ﹤0.01% | 388 |
|
|
2022
Q4 | $24.8K | Hold |
9,355
| – | – | ﹤0.01% | 350 |
|
|
2022
Q3 | $27K | Hold |
9,355
| – | – | ﹤0.01% | 344 |
|
|
2022
Q2 | $26K | Buy |
9,355
+8,000
| +590% | +$22.2K | ﹤0.01% | 363 |
|
|
2022
Q1 | $6K | Hold |
1,355
| – | – | ﹤0.01% | 549 |
|
|
2021
Q4 | $3K | Sell |
1,355
-100
| -7% | -$221 | ﹤0.01% | 723 |
|
|
2021
Q3 | $4K | Hold |
1,455
| – | – | ﹤0.01% | 627 |
|
|
2021
Q2 | $5K | Hold |
1,455
| – | – | ﹤0.01% | 556 |
|
|
2021
Q1 | $5K | Hold |
1,455
| – | – | ﹤0.01% | 539 |
|
|
2020
Q4 | $5K | Hold |
1,455
| – | – | ﹤0.01% | 503 |
|
|
2020
Q3 | $5K | Hold |
1,455
| – | – | ﹤0.01% | 470 |
|
|
2020
Q2 | $6K | Hold |
1,455
| – | – | ﹤0.01% | 452 |
|
|
2020
Q1 | $3K | Hold |
1,455
| – | – | ﹤0.01% | 495 |
|
|
2019
Q4 | $4K | Hold |
1,455
| – | – | ﹤0.01% | 517 |
|
|
2019
Q3 | $5K | Hold |
1,455
| – | – | ﹤0.01% | 483 |
|
|
2019
Q2 | $6K | Hold |
1,455
| – | – | ﹤0.01% | 500 |
|
|
2019
Q1 | $10K | Hold |
1,455
| – | – | ﹤0.01% | 407 |
|
|
2018
Q4 | $12K | Buy |
+1,455
| New | +$12K | ﹤0.01% | 366 |
|
|
2018
Q3 | – | Sell |
-1,455
| Closed | -$14K | – | 794 |
|
|
2018
Q2 | $14K | Hold |
1,455
| – | – | ﹤0.01% | 367 |
|
|
2018
Q1 | $13K | Sell |
1,455
-1,050
| -42% | -$9.38K | ﹤0.01% | 356 |
|
|
2017
Q4 | $22K | Hold |
2,505
| – | – | ﹤0.01% | 305 |
|
|
2017
Q3 | $15K | Hold |
2,505
| – | – | ﹤0.01% | 329 |
|
|
2017
Q2 | $15K | Hold |
2,505
| – | – | ﹤0.01% | 323 |
|
|
2017
Q1 | $19K | Hold |
2,505
| – | – | ﹤0.01% | 304 |
|
|
2016
Q4 | $19K | Buy |
+2,505
| New | +$19K | ﹤0.01% | 308 |
|
|
2016
Q3 | – | Sell |
-2,860
| Closed | -$22K | – | 1752 |
|
|
2016
Q2 | $22K | Hold |
2,860
| – | – | 0.01% | 282 |
|
|
2016
Q1 | $24K | Hold |
2,860
| – | – | 0.01% | 268 |
|
|
2015
Q4 | $23K | Hold |
2,860
| – | – | 0.01% | 271 |
|
|
2015
Q3 | $19K | Sell |
2,860
-290
| -9% | -$1.93K | 0.01% | 290 |
|
|
2015
Q2 | $35K | Hold |
3,150
| – | – | 0.01% | 216 |
|
|
2015
Q1 | $41K | Hold |
3,150
| – | – | 0.02% | 207 |
|
|
2014
Q4 | $33K | Buy |
3,150
+1,000
| +47% | +$10.5K | 0.01% | 230 |
|
|
2014
Q3 | $23K | Hold |
2,150
| – | – | 0.01% | 277 |
|
|
2014
Q2 | $23K | Buy |
2,150
+355
| +20% | +$3.8K | 0.01% | 256 |
|
|
2014
Q1 | $25K | Hold |
1,795
| – | – | 0.01% | 228 |
|
|
2013
Q4 | $16K | Hold |
1,795
| – | – | 0.01% | 276 |
|
|
2013
Q3 | $14K | Buy |
1,795
+350
| +24% | +$2.73K | 0.01% | 282 |
|
|
2013
Q2 | $10K | Buy |
+1,445
| New | +$10K | 0.01% | 262 |
|