Mark Sheptoff Financial Planning’s Trilogy Metals TMQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-4
| Closed | – | – | 485 |
|
|
2021
Q4 | $0 | Hold |
4
| – | – | ﹤0.01% | 479 |
|
|
2021
Q3 | $0 | Hold |
4
| – | – | ﹤0.01% | 424 |
|
|
2021
Q2 | $0 | Hold |
4
| – | – | ﹤0.01% | 429 |
|
|
2021
Q1 | $0 | Hold |
4
| – | – | ﹤0.01% | 394 |
|
|
2020
Q4 | $0 | Hold |
4
| – | – | ﹤0.01% | 368 |
|
|
2020
Q3 | $0 | Hold |
4
| – | – | ﹤0.01% | 364 |
|
|
2020
Q2 | $0 | Hold |
4
| – | – | ﹤0.01% | 369 |
|
|
2020
Q1 | $0 | Hold |
4
| – | – | ﹤0.01% | 380 |
|
|
2019
Q4 | $0 | Hold |
4
| – | – | ﹤0.01% | 379 |
|
|
2019
Q3 | $0 | Sell |
4
-41
| -91% | – | ﹤0.01% | 389 |
|
|
2019
Q2 | $0 | Hold |
45
| – | – | ﹤0.01% | 367 |
|
|
2019
Q1 | $0 | Hold |
45
| – | – | ﹤0.01% | 368 |
|
|
2018
Q4 | $0 | Hold |
45
| – | – | ﹤0.01% | 358 |
|
|
2018
Q3 | $0 | Hold |
45
| – | – | ﹤0.01% | 382 |
|
|
2018
Q2 | $0 | Hold |
45
| – | – | ﹤0.01% | 391 |
|
|
2018
Q1 | $0 | Hold |
45
| – | – | ﹤0.01% | 397 |
|
|
2017
Q4 | $0 | Hold |
45
| – | – | ﹤0.01% | 384 |
|
|
2017
Q3 | $0 | Hold |
45
| – | – | ﹤0.01% | 390 |
|
|
2017
Q2 | $0 | Sell |
45
-1
| -2% | – | ﹤0.01% | 375 |
|
|
2017
Q1 | $0 | Buy |
46
+1
| +2% | – | ﹤0.01% | 373 |
|
|
2016
Q4 | $0 | Hold |
45
| – | – | ﹤0.01% | 373 |
|
|
2016
Q3 | $0 | Hold |
45
| – | – | ﹤0.01% | 373 |
|
|
2016
Q2 | $0 | Hold |
45
| – | – | ﹤0.01% | 374 |
|
|
2016
Q1 | $0 | Hold |
45
| – | – | ﹤0.01% | 399 |
|
|
2015
Q4 | $0 | Hold |
45
| – | – | ﹤0.01% | 428 |
|
|
2015
Q3 | $0 | Hold |
45
| – | – | ﹤0.01% | 444 |
|
|
2015
Q2 | $0 | Hold |
45
| – | – | ﹤0.01% | 403 |
|
|
2015
Q1 | $0 | Hold |
45
| – | – | ﹤0.01% | 345 |
|
|
2014
Q4 | $0 | Hold |
45
| – | – | ﹤0.01% | 340 |
|
|
2014
Q3 | $0 | Hold |
45
| – | – | ﹤0.01% | 353 |
|
|
2014
Q2 | $0 | Hold |
45
| – | – | ﹤0.01% | 362 |
|
|
2014
Q1 | $0 | Buy |
+45
| New | – | ﹤0.01% | 360 |
|