Tempus Wealth Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-106,508
| Closed | -$405K | – | 152 |
|
|
2021
Q2 | $405K | Sell |
106,508
-17,085
| -14% | -$65K | 0.27% | 107 |
|
|
2021
Q1 | $695K | Hold |
123,593
| – | – | 0.74% | 36 |
|
|
2020
Q4 | $998K | Buy |
123,593
+60,226
| +95% | +$486K | 1.29% | 12 |
|
|
2020
Q3 | $418K | Buy |
63,367
+4,000
| +7% | +$26.4K | 0.6% | 32 |
|
|
2020
Q2 | $392K | Buy |
59,367
+22,967
| +63% | +$152K | 0.58% | 32 |
|
|
2020
Q1 | $140K | Buy |
36,400
+16,400
| +82% | +$63.1K | 0.23% | 58 |
|
|
2019
Q4 | $159K | Buy |
+20,000
| New | +$159K | 0.14% | 74 |
|