Moneta Group Investment Advisors’s Coeur Mining CDE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $444K | Sell |
50,130
-21,112
| -30% | -$187K | 0.01% | 461 |
|
|
2025
Q1 | $422K | Sell |
71,242
-1,680
| -2% | -$9.95K | 0.01% | 453 |
|
|
2024
Q4 | $417K | Hold |
72,922
| – | – | 0.01% | 452 |
|
|
2024
Q3 | $502K | Sell |
72,922
-16,600
| -19% | -$114K | 0.01% | 404 |
|
|
2024
Q2 | $503K | Sell |
89,522
-50,000
| -36% | -$281K | 0.01% | 387 |
|
|
2024
Q1 | $526K | Hold |
139,522
| – | – | 0.01% | 369 |
|
|
2023
Q4 | $455K | Sell |
139,522
-60,000
| -30% | -$196K | 0.01% | 355 |
|
|
2023
Q3 | $443K | Hold |
199,522
| – | – | 0.01% | 342 |
|
|
2023
Q2 | $567K | Buy |
199,522
+28,169
| +16% | +$80K | 0.01% | 298 |
|
|
2023
Q1 | $684K | Buy |
171,353
+23,346
| +16% | +$93.2K | 0.02% | 266 |
|
|
2022
Q4 | $576K | Sell |
148,007
-23,338
| -14% | -$90.8K | 0.02% | 272 |
|
|
2022
Q3 | $586K | Sell |
171,345
-7,931
| -4% | -$27.1K | 0.02% | 255 |
|
|
2022
Q2 | $545K | Buy |
179,276
+25,793
| +17% | +$78.4K | 0.02% | 293 |
|
|
2022
Q1 | $683K | Sell |
153,483
-88
| -0.1% | -$392 | 0.03% | 252 |
|
|
2021
Q4 | $774K | Sell |
153,571
-76
| -0% | -$383 | 0.03% | 239 |
|
|
2021
Q3 | $948K | Buy |
+153,647
| New | +$948K | 0.04% | 199 |
|