Waldron Private Wealth’s Taseko Mines TGB Stock Holding History

Waldron Private Wealth’s Portfolio TGB Stock Details TGB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$37.8K	Sell	12,000 -609	-5%	-$1.92K	﹤0.01%	296
2025 Q1	$28.2K	Hold	12,609	–	–	﹤0.01%	291
2024 Q4	$24.5K	Hold	12,609	–	–	﹤0.01%	417
2024 Q3	$31.8K	Sell	12,609 -316	-2%	-$796	﹤0.01%	456
2024 Q2	$31.7K	Buy	12,925 +316	+3%	+$774	﹤0.01%	414
2024 Q1	$27.4K	Hold	12,609	–	–	﹤0.01%	428
2023 Q4	$17.7K	Buy	12,609 +609	+5%	+$853	﹤0.01%	414
2023 Q3	$15.2K	Hold	12,000	–	–	﹤0.01%	375
2023 Q2	$17.2K	Sell	12,000 -1,630	-12%	-$2.33K	﹤0.01%	374
2023 Q1	$22.6K	Buy	13,630 +1,630	+14%	+$2.71K	﹤0.01%	415
2022 Q4	$13K	Hold	12,000	–	–	﹤0.01%	367
2022 Q3	$13K	Hold	12,000	–	–	﹤0.01%	370
2022 Q2	$12K	Hold	12,000	–	–	﹤0.01%	379
2022 Q1	$27K	Sell	12,000 -438	-4%	-$986	﹤0.01%	396
2021 Q4	$25K	Buy	12,438 +438	+4%	+$880	﹤0.01%	374
2021 Q3	$22K	Hold	12,000	–	–	﹤0.01%	356
2021 Q2	$25K	Hold	12,000	–	–	﹤0.01%	337
2021 Q1	$20K	Hold	12,000	–	–	﹤0.01%	305
2020 Q4	$15K	Hold	12,000	–	–	﹤0.01%	292
2020 Q3	$12K	Hold	12,000	–	–	﹤0.01%	275
2020 Q2	$5K	Hold	12,000	–	–	﹤0.01%	259
2020 Q1	$3K	Hold	12,000	–	–	﹤0.01%	240
2019 Q4	$5K	Hold	12,000	–	–	﹤0.01%	276
2019 Q3	$5K	Hold	12,000	–	–	﹤0.01%	255
2019 Q2	$6K	Hold	12,000	–	–	﹤0.01%	243
2019 Q1	$7K	Hold	12,000	–	–	﹤0.01%	254
2018 Q4	$5K	Hold	12,000	–	–	﹤0.01%	214
2018 Q3	$9K	Hold	12,000	–	–	﹤0.01%	188
2018 Q2	$12K	Hold	12,000	–	–	﹤0.01%	176
2018 Q1	$13K	Hold	12,000	–	–	﹤0.01%	172
2017 Q4	$27K	Hold	12,000	–	–	0.01%	169
2017 Q3	$22K	Hold	12,000	–	–	0.01%	154
2017 Q2	$15K	Hold	12,000	–	–	﹤0.01%	136
2017 Q1	$15K	Hold	12,000	–	–	﹤0.01%	220
2016 Q4	$10K	Hold	12,000	–	–	﹤0.01%	135
2016 Q3	$5K	Sell	12,000 -1,000	-8%	-$417	﹤0.01%	148
2016 Q2	$6K	Hold	13,000	–	–	﹤0.01%	162
2016 Q1	$7K	Hold	13,000	–	–	﹤0.01%	159
2015 Q4	$4K	Buy	13,000 +1,000	+8%	+$308	﹤0.01%	168
2015 Q3	$4K	Hold	12,000	–	–	﹤0.01%	139
2015 Q2	$6K	Hold	12,000	–	–	﹤0.01%	119
2015 Q1	$8K	Hold	12,000	–	–	﹤0.01%	126
2014 Q4	$12K	Hold	12,000	–	–	0.01%	123
2014 Q3	$20K	Hold	12,000	–	–	0.01%	114
2014 Q2	$30K	Hold	12,000	–	–	0.01%	122
2014 Q1	$23.6K	Hold	12,000	–	–	0.01%	115
2013 Q4	$25K	Buy	+12,000	New	+$25K	0.01%	109