KWA
Kingswood Wealth Advisors’s Coeur Mining CDE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $478K | Hold |
54,000
| – | – | 0.04% | 427 |
|
|
2025
Q1 | $320K | Sell |
54,000
-21,600
| -29% | -$128K | 0.03% | 524 |
|
|
2024
Q4 | $432K | Buy |
+75,600
| New | +$432K | 0.03% | 485 |
|
|
2024
Q3 | – | Sell |
-54,000
| Closed | -$303K | – | 679 |
|
|
2024
Q2 | $303K | Buy |
54,000
+7,000
| +15% | +$39.3K | 0.03% | 516 |
|
|
2024
Q1 | $177K | Sell |
47,000
-7,000
| -13% | -$26.4K | 0.02% | 580 |
|
|
2023
Q4 | $176K | Buy |
+54,000
| New | +$176K | 0.02% | 590 |
|