Peak Financial Advisors’s SSR Mining SSRM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-32,970
| Closed | -$354K | – | 83 |
|
2023
Q4 | $354K | Hold |
32,970
| – | – | 0.24% | 61 |
|
2023
Q3 | $438K | Hold |
32,970
| – | – | 0.47% | 22 |
|
2023
Q2 | $468K | Hold |
32,970
| – | – | 0.37% | 40 |
|
2023
Q1 | $499K | Hold |
32,970
| – | – | 0.42% | 36 |
|
2022
Q4 | $517K | Buy |
32,970
+5,750
| +21% | +$90.1K | 0.47% | 36 |
|
2022
Q3 | $400K | Hold |
27,220
| – | – | 0.49% | 36 |
|
2022
Q2 | $455K | Hold |
27,220
| – | – | 0.45% | 43 |
|
2022
Q1 | $592K | Sell |
27,220
-10,000
| -27% | -$217K | 0.51% | 43 |
|
2021
Q4 | $659K | Hold |
37,220
| – | – | 0.51% | 41 |
|
2021
Q3 | $542K | Hold |
37,220
| – | – | 0.48% | 36 |
|
2021
Q2 | $580K | Hold |
37,220
| – | – | 0.5% | 43 |
|
2021
Q1 | $532K | Buy |
37,220
+2,000
| +6% | +$28.6K | 0.45% | 46 |
|
2020
Q4 | $708K | Buy |
+35,220
| New | +$708K | 0.61% | 42 |
|