Strategic Wealth Partners’s Pan American Silver PAAS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-38,738
| Closed | -$561K | – | 291 |
|
2023
Q3 | $561K | Sell |
38,738
-9,086
| -19% | -$132K | 0.07% | 195 |
|
2023
Q2 | $697K | Buy |
47,824
+336
| +0.7% | +$4.9K | 0.09% | 179 |
|
2023
Q1 | $864K | Buy |
47,488
+17,313
| +57% | +$315K | 0.13% | 138 |
|
2022
Q4 | $493K | Sell |
30,175
-30,850
| -51% | -$504K | 0.09% | 172 |
|
2022
Q3 | $969K | Sell |
61,025
-429
| -0.7% | -$6.81K | 0.21% | 123 |
|
2022
Q2 | $1.21M | Sell |
61,454
-1,699
| -3% | -$33.4K | 0.26% | 108 |
|
2022
Q1 | $1.72M | Sell |
63,153
-4,383
| -6% | -$120K | 0.34% | 99 |
|
2021
Q4 | $1.69M | Buy |
+67,536
| New | +$1.69M | 0.32% | 103 |
|