Mark Sheptoff Financial Planning’s Pan American Silver PAAS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $51.1K | Buy |
+1,800
| New | +$51.1K | 0.03% | 185 |
|
|
2024
Q4 | – | Sell |
-3,359
| Closed | -$70.1K | – | 446 |
|
|
2024
Q3 | $70.1K | Buy |
3,359
+1,700
| +102% | +$35.5K | 0.04% | 150 |
|
|
2024
Q2 | $33K | Buy |
1,659
+1,500
| +943% | +$29.8K | 0.02% | 213 |
|
|
2024
Q1 | $2.4K | Hold |
159
| – | – | ﹤0.01% | 358 |
|
|
2023
Q4 | $2.6K | Hold |
159
| – | – | ﹤0.01% | 352 |
|
|
2023
Q3 | $2.3K | Hold |
159
| – | – | ﹤0.01% | 334 |
|
|
2023
Q2 | $2.32K | Buy |
+159
| New | +$2.32K | ﹤0.01% | 344 |
|
|
2018
Q2 | – | Sell |
-500
| Closed | -$8K | – | 383 |
|
|
2018
Q1 | $8K | Hold |
500
| – | – | 0.01% | 308 |
|
|
2017
Q4 | $8K | Hold |
500
| – | – | 0.01% | 300 |
|
|
2017
Q3 | $9K | Hold |
500
| – | – | 0.01% | 299 |
|
|
2017
Q2 | $8K | Sell |
500
-1
| -0.2% | -$16 | 0.01% | 287 |
|
|
2017
Q1 | $9K | Buy |
501
+1
| +0.2% | +$18 | 0.01% | 284 |
|
|
2016
Q4 | $8K | Hold |
500
| – | – | 0.01% | 276 |
|
|
2016
Q3 | $9K | Buy |
+500
| New | +$9K | 0.01% | 265 |
|