Strategic Wealth Partners’s Agnico Eagle Mines AEM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $120K | Buy |
+1,008
| New | +$120K | 0.01% | 368 |
|
2024
Q4 | – | Sell |
-2,497
| Closed | -$201K | – | 315 |
|
2024
Q3 | $201K | Buy |
+2,497
| New | +$201K | 0.02% | 286 |
|
2024
Q1 | – | Sell |
-9,574
| Closed | -$525K | – | 280 |
|
2023
Q4 | $525K | Sell |
9,574
-32,463
| -77% | -$1.78M | 0.06% | 180 |
|
2023
Q3 | $1.91M | Sell |
42,037
-7,128
| -14% | -$324K | 0.25% | 103 |
|
2023
Q2 | $2.46M | Sell |
49,165
-3,168
| -6% | -$158K | 0.32% | 96 |
|
2023
Q1 | $2.67M | Sell |
52,333
-38,947
| -43% | -$1.99M | 0.41% | 73 |
|
2022
Q4 | $4.75M | Sell |
91,280
-57,805
| -39% | -$3.01M | 0.88% | 25 |
|
2022
Q3 | $6.3M | Sell |
149,085
-934
| -0.6% | -$39.4K | 1.34% | 14 |
|
2022
Q2 | $6.87M | Sell |
150,019
-4,317
| -3% | -$198K | 1.48% | 12 |
|
2022
Q1 | $9.45M | Buy |
154,336
+38,648
| +33% | +$2.37M | 1.84% | 10 |
|
2021
Q4 | $6.15M | Buy |
+115,688
| New | +$6.15M | 1.17% | 14 |
|
2019
Q2 | – | Sell |
-100
| Closed | -$4K | – | 727 |
|
2019
Q1 | $4K | Hold |
100
| – | – | ﹤0.01% | 662 |
|
2018
Q4 | $4K | Hold |
100
| – | – | ﹤0.01% | 582 |
|
2018
Q3 | $3K | Hold |
100
| – | – | ﹤0.01% | 583 |
|
2018
Q2 | $5K | Hold |
100
| – | – | ﹤0.01% | 631 |
|
2018
Q1 | $4K | Hold |
100
| – | – | ﹤0.01% | 664 |
|
2017
Q4 | $5K | Buy |
+100
| New | +$5K | ﹤0.01% | 604 |
|