Optimum Investment Advisors’s Sierra Metals Inc. Common Stock SMTS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q2 | – | Sell |
-2,500
| Closed | -$2K | – | 944 |
|
2020
Q1 | $2K | Sell |
2,500
-1,000
| -29% | -$800 | ﹤0.01% | 824 |
|
2019
Q4 | $6K | Sell |
3,500
-24,500
| -88% | -$42K | ﹤0.01% | 838 |
|
2019
Q3 | $33K | Sell |
28,000
-500
| -2% | -$589 | 0.01% | 589 |
|
2019
Q2 | $40K | Sell |
28,500
-3,000
| -10% | -$4.21K | 0.01% | 550 |
|
2019
Q1 | $51K | Hold |
31,500
| – | – | 0.02% | 501 |
|
2018
Q4 | $55K | Sell |
31,500
-12,750
| -29% | -$22.3K | 0.02% | 455 |
|
2018
Q3 | $111K | Buy |
44,250
+4,000
| +10% | +$10K | 0.03% | 383 |
|
2018
Q2 | $108K | Buy |
40,250
+5,000
| +14% | +$13.4K | 0.03% | 392 |
|
2018
Q1 | $91K | Buy |
35,250
+12,250
| +53% | +$31.6K | 0.03% | 423 |
|
2017
Q4 | $57K | Buy |
23,000
+11,500
| +100% | +$28.5K | 0.02% | 309 |
|
2017
Q3 | $30K | Buy |
+11,500
| New | +$30K | 0.01% | 297 |
|