LVW Advisors’s Taseko Mines TGB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$274K Sell
86,880
-25,000
-22% -$78.8K 0.03% 272
2025
Q1
$251K Hold
111,880
0.03% 265
2024
Q4
$217K Hold
111,880
0.03% 289
2024
Q3
$282K Hold
111,880
0.04% 255
2024
Q2
$274K Sell
111,880
-20,000
-15% -$49K 0.04% 241
2024
Q1
$286K Hold
131,880
0.05% 232
2023
Q4
$185K Hold
131,880
0.03% 251
2023
Q3
$167K Hold
131,880
0.03% 213
2023
Q2
$189K Hold
131,880
0.04% 191
2023
Q1
$219K Hold
131,880
0.04% 211
2022
Q4
$194K Hold
131,880
0.04% 219
2022
Q3
$150K Hold
131,880
0.03% 212
2022
Q2
$142K Hold
131,880
0.03% 222
2022
Q1
$302K Hold
131,880
0.05% 187
2021
Q4
$270K Sell
131,880
-25,000
-16% -$51.2K 0.05% 207
2021
Q3
$297K Hold
156,880
0.05% 191
2021
Q2
$333K Sell
156,880
-25,000
-14% -$53.1K 0.06% 175
2021
Q1
$313K Sell
181,880
-75,000
-29% -$129K 0.06% 179
2020
Q4
$339K Sell
256,880
-134,204
-34% -$177K 0.07% 157
2020
Q3
$415K Buy
+391,084
New +$415K 0.09% 117