KCM Investment Advisors’s EMX Royalty EMX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-228,168
| Closed | -$454K | – | 387 |
|
|
2023
Q1 | $454K | Buy |
+228,168
| New | +$454K | 0.02% | 283 |
|
|
2022
Q1 | – | Sell |
-17,950
| Closed | -$41K | – | 416 |
|
|
2021
Q4 | $41K | Hold |
17,950
| – | – | ﹤0.01% | 418 |
|
|
2021
Q3 | $46K | Sell |
17,950
-17,680
| -50% | -$45.3K | ﹤0.01% | 392 |
|
|
2021
Q2 | $106K | Hold |
35,630
| – | – | ﹤0.01% | 386 |
|
|
2021
Q1 | $105K | Sell |
35,630
-17,370
| -33% | -$51.2K | ﹤0.01% | 366 |
|
|
2020
Q4 | $178K | Hold |
53,000
| – | – | 0.01% | 350 |
|
|
2020
Q3 | $139K | Sell |
53,000
-160,553
| -75% | -$421K | 0.01% | 313 |
|
|
2020
Q2 | $461K | Buy |
213,553
+160,553
| +303% | +$347K | 0.03% | 235 |
|
|
2020
Q1 | $72K | Hold |
53,000
| – | – | ﹤0.01% | 305 |
|
|
2019
Q4 | $87K | Hold |
53,000
| – | – | ﹤0.01% | 340 |
|
|
2019
Q3 | $72K | Hold |
53,000
| – | – | ﹤0.01% | 324 |
|
|
2019
Q2 | $65K | Hold |
53,000
| – | – | ﹤0.01% | 324 |
|
|
2019
Q1 | $62K | Hold |
53,000
| – | – | ﹤0.01% | 315 |
|
|
2018
Q4 | $60K | Buy |
+53,000
| New | +$60K | ﹤0.01% | 479 |
|