Strategic Wealth Partners’s Hecla Mining HL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-13,728
| Closed | -$70.7K | – | 290 |
|
|
2023
Q2 | $70.7K | Sell |
13,728
-880
| -6% | -$4.53K | 0.01% | 282 |
|
|
2023
Q1 | $92.5K | Sell |
14,608
-19,406
| -57% | -$123K | 0.01% | 254 |
|
|
2022
Q4 | $189K | Hold |
34,014
| – | – | 0.04% | 251 |
|
|
2022
Q3 | $134K | Buy |
34,014
+2,729
| +9% | +$10.8K | 0.03% | 264 |
|
|
2022
Q2 | $123K | Sell |
31,285
-2,001
| -6% | -$7.87K | 0.03% | 237 |
|
|
2022
Q1 | $219K | Sell |
33,286
-8,142
| -20% | -$53.6K | 0.04% | 238 |
|
|
2021
Q4 | $216K | Buy |
+41,428
| New | +$216K | 0.04% | 262 |
|