SWM
Soundmark Wealth Management’s Solitario Resources XPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-19,100
| Closed | -$11.5K | – | 70 |
|
|
2024
Q1 | $11.5K | Hold |
19,100
| – | – | 0.01% | 70 |
|
|
2023
Q4 | $10.7K | Hold |
19,100
| – | – | 0.01% | 64 |
|
|
2023
Q3 | $10.4K | Hold |
19,100
| – | – | 0.01% | 61 |
|
|
2023
Q2 | $11K | Hold |
19,100
| – | – | 0.01% | 60 |
|
|
2023
Q1 | $12.6K | Hold |
19,100
| – | – | 0.01% | 57 |
|
|
2022
Q4 | $11.8K | Hold |
19,100
| – | – | 0.01% | 56 |
|
|
2022
Q3 | $9K | Hold |
19,100
| – | – | 0.01% | 58 |
|
|
2022
Q2 | $11K | Hold |
19,100
| – | – | 0.01% | 58 |
|
|
2022
Q1 | $16K | Hold |
19,100
| – | – | 0.01% | 59 |
|
|
2021
Q4 | $10K | Hold |
19,100
| – | – | 0.01% | 59 |
|
|
2021
Q3 | $11K | Hold |
19,100
| – | – | ﹤0.01% | 68 |
|
|
2021
Q2 | $12K | Hold |
19,100
| – | – | ﹤0.01% | 64 |
|
|
2021
Q1 | $16K | Hold |
19,100
| – | – | 0.01% | 67 |
|
|
2020
Q4 | $11K | Buy |
+19,100
| New | +$11K | 0.01% | 60 |
|