United Capital Financial Advisors’s Franco-Nevada FNV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,049
| Closed | -$292K | – | 858 |
|
|
2023
Q2 | $292K | Sell |
2,049
-7,500
| -79% | -$1.07M | ﹤0.01% | 773 |
|
|
2023
Q1 | $1.39M | Sell |
9,549
-733
| -7% | -$107K | 0.01% | 510 |
|
|
2022
Q4 | $1.4M | Sell |
10,282
-150
| -1% | -$20.5K | 0.01% | 551 |
|
|
2022
Q3 | $1.25M | Hold |
10,432
| – | – | 0.01% | 565 |
|
|
2022
Q2 | $1.37M | Hold |
10,432
| – | – | 0.01% | 565 |
|
|
2022
Q1 | $1.66M | Hold |
10,432
| – | – | 0.01% | 554 |
|
|
2021
Q4 | $1.44M | Sell |
10,432
-119
| -1% | -$16.5K | 0.01% | 606 |
|
|
2021
Q3 | $1.37M | Sell |
10,551
-3
| -0% | -$390 | 0.01% | 600 |
|
|
2021
Q2 | $1.53M | Buy |
10,554
+1,125
| +12% | +$163K | 0.01% | 592 |
|
|
2021
Q1 | $1.18M | Sell |
9,429
-667
| -7% | -$83.5K | 0.01% | 621 |
|
|
2020
Q4 | $1.27M | Buy |
10,096
+144
| +1% | +$18K | 0.01% | 611 |
|
|
2020
Q3 | $1.39M | Buy |
9,952
+1,353
| +16% | +$189K | 0.01% | 581 |
|
|
2020
Q2 | $1.2M | Buy |
8,599
+17
| +0.2% | +$2.37K | 0.01% | 608 |
|
|
2020
Q1 | $854K | Sell |
8,582
-933
| -10% | -$92.8K | 0.01% | 668 |
|
|
2019
Q4 | $983K | Buy |
9,515
+1,030
| +12% | +$106K | 0.01% | 785 |
|
|
2019
Q3 | $773K | Sell |
8,485
-609
| -7% | -$55.5K | 0.01% | 815 |
|
|
2019
Q2 | $759K | Buy |
+9,094
| New | +$759K | 0.01% | 893 |
|