Mark Sheptoff Financial Planning’s Yamana Gold, Inc. AUY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,000
| Closed | -$5.87K | – | 409 |
|
|
2023
Q1 | $5.87K | Hold |
1,000
| – | – | ﹤0.01% | 301 |
|
|
2022
Q4 | $5.55K | Hold |
1,000
| – | – | ﹤0.01% | 306 |
|
|
2022
Q3 | $5K | Hold |
1,000
| – | – | ﹤0.01% | 300 |
|
|
2022
Q2 | $5K | Hold |
1,000
| – | – | ﹤0.01% | 304 |
|
|
2022
Q1 | $6K | Hold |
1,000
| – | – | ﹤0.01% | 338 |
|
|
2021
Q4 | $4K | Hold |
1,000
| – | – | ﹤0.01% | 385 |
|
|
2021
Q3 | $4K | Hold |
1,000
| – | – | ﹤0.01% | 353 |
|
|
2021
Q2 | $4K | Hold |
1,000
| – | – | ﹤0.01% | 377 |
|
|
2021
Q1 | $4K | Hold |
1,000
| – | – | ﹤0.01% | 333 |
|
|
2020
Q4 | $6K | Hold |
1,000
| – | – | ﹤0.01% | 305 |
|
|
2020
Q3 | $6K | Hold |
1,000
| – | – | ﹤0.01% | 265 |
|
|
2020
Q2 | $5K | Hold |
1,000
| – | – | ﹤0.01% | 303 |
|
|
2020
Q1 | $3K | Hold |
1,000
| – | – | ﹤0.01% | 304 |
|
|
2019
Q4 | $4K | Hold |
1,000
| – | – | ﹤0.01% | 330 |
|
|
2019
Q3 | $3K | Hold |
1,000
| – | – | ﹤0.01% | 329 |
|
|
2019
Q2 | $3K | Hold |
1,000
| – | – | ﹤0.01% | 317 |
|
|
2019
Q1 | $3K | Hold |
1,000
| – | – | ﹤0.01% | 319 |
|
|
2018
Q4 | $2K | Hold |
1,000
| – | – | ﹤0.01% | 310 |
|
|
2018
Q3 | $2K | Hold |
1,000
| – | – | ﹤0.01% | 346 |
|
|
2018
Q2 | $3K | Hold |
1,000
| – | – | ﹤0.01% | 337 |
|
|
2018
Q1 | $3K | Hold |
1,000
| – | – | ﹤0.01% | 350 |
|
|
2017
Q4 | $3K | Hold |
1,000
| – | – | ﹤0.01% | 342 |
|
|
2017
Q3 | $3K | Hold |
1,000
| – | – | ﹤0.01% | 341 |
|
|
2017
Q2 | $2K | Sell |
1,000
-1
| -0.1% | -$3 | ﹤0.01% | 343 |
|
|
2017
Q1 | $3K | Buy |
1,001
+1
| +0.1% | +$3 | ﹤0.01% | 332 |
|
|
2016
Q4 | $3K | Sell |
1,000
-16,500
| -94% | -$53.9K | ﹤0.01% | 322 |
|
|
2016
Q3 | $75K | Sell |
17,500
-3,000
| -15% | -$15.5K | 0.06% | 141 |
|
|
2016
Q2 | $107K | Buy |
20,500
+12,500
| +156% | +$56.1K | 0.08% | 123 |
|
|
2016
Q1 | $24K | Sell |
8,000
-3,000
| -27% | -$7.34K | 0.02% | 198 |
|
|
2015
Q4 | $20K | Buy |
11,000
+10,000
| +1,000% | +$20.8K | 0.02% | 218 |
|
|
2015
Q3 | $2K | Buy |
+1,000
| New | +$2.04K | ﹤0.01% | 358 |
|
Other funds holding AUY
Mark Sheptoff Financial Planning's AUY Position: Q2 2023 in Review
Mark Sheptoff Financial Planning sold out of Yamana Gold, Inc. (AUY) in Q2 2023, closing a stake of 1,000 shares — an estimated $5.87K sold.
Mark Sheptoff Financial Planning first reported a position in AUY in Q3 2015 and held it in 31 quarters. The position peaked at $107K in Q2 2016. 1 fund tracked by Wall St. Rank holds AUY as of Q2 2023.
- Mark Sheptoff Financial Planning reported no remaining Yamana Gold, Inc. position as of Q2 2023 after selling out during the quarter.
- Mark Sheptoff Financial Planning sold 1,000 Yamana Gold, Inc. shares in Q2 2023, an estimated $5.87K.
- Mark Sheptoff Financial Planning first reported a position in Yamana Gold, Inc. in Q3 2015 and held it in 31 quarters.
- Mark Sheptoff Financial Planning's Yamana Gold, Inc. position peaked at $107K in Q2 2016.
- 1 fund tracked by Wall St. Rank held Yamana Gold, Inc. as of Q2 2023.
Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2023, filed 10 Aug 2023.