Total Wealth Planning & Management’s Trilogy Metals TMQ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$136K Sell
100,500
-2,000
-2% -$2.7K 0.11% 178
2025
Q1
$159K Hold
102,500
0.15% 158
2024
Q4
$119K Buy
+102,500
New +$119K 0.11% 154