OneDigital Investment Advisors’s Yamana Gold, Inc. AUY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-26,700
| Closed | -$156K | – | 1065 |
|
2023
Q1 | $156K | Hold |
26,700
| – | – | ﹤0.01% | 928 |
|
2022
Q4 | $148K | Buy |
26,700
+125
| +0.5% | +$694 | ﹤0.01% | 785 |
|
2022
Q3 | $120K | Sell |
26,575
-8,500
| -24% | -$38.4K | ﹤0.01% | 722 |
|
2022
Q2 | $163K | Hold |
35,075
| – | – | 0.01% | 666 |
|
2022
Q1 | $196K | Hold |
35,075
| – | – | 0.01% | 701 |
|
2021
Q4 | $148K | Sell |
35,075
-10,000
| -22% | -$42.2K | 0.01% | 732 |
|
2021
Q3 | $178K | Hold |
45,075
| – | – | 0.01% | 693 |
|
2021
Q2 | $190K | Buy |
+45,075
| New | +$190K | 0.01% | 682 |
|