Klein Pavlis & Peasley Financial’s Fortuna Silver Mines FSM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$804K Buy
122,877
+2,887
+2% +$18.9K 0.54% 55
2025
Q1
$736K Sell
119,990
-167,367
-58% -$1.03M 0.53% 60
2024
Q4
$1.23M Buy
287,357
+7,644
+3% +$32.8K 1% 33
2024
Q3
$1.3M Sell
279,713
-690
-0.2% -$3.2K 1.04% 36
2024
Q2
$1.37M Sell
280,403
-5,268
-2% -$25.8K 1.22% 27
2024
Q1
$1.07M Sell
285,671
-30,351
-10% -$113K 0.96% 40
2023
Q4
$1.22M Buy
+316,022
New +$1.22M 1.14% 35