Merriman Wealth Management’s Hecla Mining HL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-97,154
| Closed | -$171K | – | 188 |
|
|
2019
Q3 | $171K | Buy |
97,154
+3,000
| +3% | +$5.28K | 0.03% | 167 |
|
|
2019
Q2 | $1.58K | Sell |
94,154
-178,858
| -66% | -$3.01K | 0.03% | 185 |
|
|
2019
Q1 | $628K | Sell |
273,012
-8,500
| -3% | -$19.6K | 0.12% | 115 |
|
|
2018
Q4 | $726K | Sell |
281,512
-22,000
| -7% | -$56.7K | 0.16% | 79 |
|
|
2018
Q3 | $847K | Hold |
303,512
| – | – | 0.18% | 90 |
|
|
2018
Q2 | $1.06M | Sell |
303,512
-220,676
| -42% | -$768K | 0.24% | 71 |
|
|
2018
Q1 | $1.92M | Sell |
524,188
-158,124
| -23% | -$580K | 0.51% | 46 |
|
|
2017
Q4 | $2.71M | Sell |
682,312
-94,442
| -12% | -$375K | 0.66% | 39 |
|
|
2017
Q3 | $3.9M | Sell |
776,754
-90,651
| -10% | -$455K | 0.93% | 30 |
|
|
2017
Q2 | $4.42M | Buy |
867,405
+14,940
| +2% | +$76.2K | 1.23% | 27 |
|
|
2017
Q1 | $4.51M | Sell |
852,465
-265,935
| -24% | -$1.41M | 1.1% | 30 |
|
|
2016
Q4 | $5.86M | Sell |
1,118,400
-75,651
| -6% | -$396K | 1.6% | 18 |
|
|
2016
Q3 | $6.81M | Sell |
1,194,051
-41,407
| -3% | -$236K | 1.4% | 18 |
|
|
2016
Q2 | $6.3M | Buy |
+1,235,458
| New | +$6.3M | 1.78% | 11 |
|