Shepherd Financial Partners’s Platinum Group Metals PLG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-20,000
| Closed | -$23.4K | – | 220 |
|
2024
Q1 | $23.4K | Hold |
20,000
| – | – | ﹤0.01% | 215 |
|
2023
Q4 | $22.8K | Hold |
20,000
| – | – | ﹤0.01% | 210 |
|
2023
Q3 | $22.6K | Hold |
20,000
| – | – | ﹤0.01% | 187 |
|
2023
Q2 | $28.4K | Hold |
20,000
| – | – | ﹤0.01% | 185 |
|
2023
Q1 | $28.6K | Hold |
20,000
| – | – | ﹤0.01% | 178 |
|
2022
Q4 | $34.8K | Hold |
20,000
| – | – | 0.01% | 169 |
|
2022
Q3 | $33K | Hold |
20,000
| – | – | 0.01% | 165 |
|
2022
Q2 | $26K | Hold |
20,000
| – | – | 0.01% | 161 |
|
2022
Q1 | $42K | Buy |
+20,000
| New | +$42K | 0.01% | 158 |
|