Kestra Private Wealth Services’s Coeur Mining CDE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $311K | Sell |
35,152
-6,837
| -16% | -$60.6K | ﹤0.01% | 1260 |
|
|
2025
Q1 | $249K | Buy |
41,989
+6,587
| +19% | +$39K | ﹤0.01% | 1289 |
|
|
2024
Q4 | $202K | Hold |
35,402
| – | – | ﹤0.01% | 1306 |
|
|
2024
Q3 | $244K | Sell |
35,402
-2,550
| -7% | -$17.5K | ﹤0.01% | 1174 |
|
|
2024
Q2 | $213K | Sell |
37,952
-260
| -0.7% | -$1.46K | ﹤0.01% | 1210 |
|
|
2024
Q1 | $144K | Buy |
+38,212
| New | +$144K | ﹤0.01% | 1221 |
|
|
2023
Q4 | – | Sell |
-33,212
| Closed | -$73.7K | – | 1231 |
|
|
2023
Q3 | $73.7K | Buy |
33,212
+1,334
| +4% | +$2.96K | ﹤0.01% | 1099 |
|
|
2023
Q2 | $90.5K | Hold |
31,878
| – | – | ﹤0.01% | 1016 |
|
|
2023
Q1 | $127K | Buy |
31,878
+3,165
| +11% | +$12.6K | 0.01% | 967 |
|
|
2022
Q4 | $96.5K | Buy |
28,713
+8,292
| +41% | +$27.9K | ﹤0.01% | 852 |
|
|
2022
Q3 | $70K | Buy |
20,421
+250
| +1% | +$857 | ﹤0.01% | 848 |
|
|
2022
Q2 | $61K | Buy |
20,171
+1,000
| +5% | +$3.02K | ﹤0.01% | 874 |
|
|
2022
Q1 | $85K | Hold |
19,171
| – | – | ﹤0.01% | 941 |
|
|
2021
Q4 | $97K | Sell |
19,171
-700
| -4% | -$3.54K | ﹤0.01% | 961 |
|
|
2021
Q3 | $123K | Buy |
19,871
+1,200
| +6% | +$7.43K | 0.01% | 889 |
|
|
2021
Q2 | $166K | Buy |
18,671
+600
| +3% | +$5.33K | 0.01% | 829 |
|
|
2021
Q1 | $163K | Hold |
18,071
| – | – | 0.01% | 753 |
|
|
2020
Q4 | $189K | Buy |
18,071
+1,460
| +9% | +$15.3K | 0.01% | 674 |
|
|
2020
Q3 | $123K | Buy |
+16,611
| New | +$123K | 0.01% | 635 |
|