Strategic Wealth Partners’s Americas Gold and Silver USAS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-19,535
| Closed | -$17.4K | – | 301 |
|
|
2023
Q3 | $17.4K | Sell |
19,535
-9,014
| -32% | -$8.02K | ﹤0.01% | 282 |
|
|
2023
Q2 | $25.2K | Sell |
28,549
-1,796
| -6% | -$1.58K | ﹤0.01% | 283 |
|
|
2023
Q1 | $36.4K | Sell |
30,345
-1,258
| -4% | -$1.51K | 0.01% | 257 |
|
|
2022
Q4 | $44.9K | Hold |
31,603
| – | – | 0.01% | 261 |
|
|
2022
Q3 | $32.4K | Sell |
31,603
-2,711
| -8% | -$2.78K | 0.01% | 270 |
|
|
2022
Q2 | $59K | Sell |
34,314
-2,180
| -6% | -$3.75K | 0.01% | 243 |
|
|
2022
Q1 | $99K | Sell |
36,494
-8,882
| -20% | -$24.1K | 0.02% | 250 |
|
|
2021
Q4 | $91K | Buy |
+45,376
| New | +$91K | 0.02% | 278 |
|