PWA
Primoris Wealth Advisors’s Franco-Nevada FNV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,092
| Closed | -$260K | – | 96 |
|
|
2024
Q3 | $260K | Sell |
2,092
-383
| -15% | -$47.6K | 0.19% | 90 |
|
|
2024
Q2 | $293K | Buy |
2,475
+112
| +5% | +$13.3K | 0.23% | 81 |
|
|
2024
Q1 | $282K | Sell |
2,363
-11,514
| -83% | -$1.37M | 0.23% | 81 |
|
|
2023
Q4 | $1.54M | Sell |
13,877
-377
| -3% | -$41.8K | 1.45% | 21 |
|
|
2023
Q3 | $1.9M | Sell |
14,254
-1,578
| -10% | -$211K | 2.3% | 16 |
|
|
2023
Q2 | $2.26M | Sell |
15,832
-111
| -0.7% | -$15.8K | 2.48% | 16 |
|
|
2023
Q1 | $2.32M | Buy |
15,943
+250
| +2% | +$36.5K | 2.86% | 12 |
|
|
2022
Q4 | $2.14M | Buy |
+15,693
| New | +$2.14M | 3.3% | 10 |
|