Wells Fargo’s EMX Royalty EMX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $88.6K | Buy |
35,000
+5,000
| +17% | +$12.7K | ﹤0.01% | 4853 |
|
|
2025
Q1 | $61.1K | Sell |
30,000
-2,800
| -9% | -$5.71K | ﹤0.01% | 4881 |
|
|
2024
Q4 | $56.6K | Buy |
32,800
+2,800
| +9% | +$4.83K | ﹤0.01% | 4952 |
|
|
2024
Q3 | $53.5K | Buy |
30,000
+7,500
| +33% | +$13.4K | ﹤0.01% | 4921 |
|
|
2024
Q2 | $40.6K | Hold |
22,500
| – | – | ﹤0.01% | 5001 |
|
|
2024
Q1 | $38.9K | Hold |
22,500
| – | – | ﹤0.01% | 4977 |
|
|
2023
Q4 | $36.2K | Hold |
22,500
| – | – | ﹤0.01% | 4968 |
|
|
2023
Q3 | $40.7K | Hold |
22,500
| – | – | ﹤0.01% | 4935 |
|
|
2023
Q2 | $43K | Buy |
22,500
+7,500
| +50% | +$14.3K | ﹤0.01% | 5200 |
|
|
2023
Q1 | $29.2K | Hold |
15,000
| – | – | ﹤0.01% | 5154 |
|
|
2022
Q4 | $28.5K | Sell |
15,000
-2,500
| -14% | -$4.75K | ﹤0.01% | 4801 |
|
|
2022
Q3 | $32K | Buy |
17,500
+10,000
| +133% | +$18.3K | ﹤0.01% | 4844 |
|
|
2022
Q2 | $14K | Hold |
7,500
| – | – | ﹤0.01% | 5317 |
|
|
2022
Q1 | $16K | Hold |
7,500
| – | – | ﹤0.01% | 5748 |
|
|
2021
Q4 | $17K | Hold |
7,500
| – | – | ﹤0.01% | 5858 |
|
|
2021
Q3 | $19K | Hold |
7,500
| – | – | ﹤0.01% | 5669 |
|
|
2021
Q2 | $22K | Buy |
+7,500
| New | +$22K | ﹤0.01% | 5529 |
|
|
2019
Q1 | – | Sell |
-2
| Closed | – | – | 5875 |
|
|
2018
Q4 | $0 | Hold |
2
| – | – | ﹤0.01% | 5907 |
|
|
2018
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 5939 |
|
|
2018
Q2 | $0 | Sell |
2
-7,800
| -100% | – | ﹤0.01% | 5930 |
|
|
2018
Q1 | $7K | Hold |
7,802
| – | – | ﹤0.01% | 5604 |
|
|
2017
Q4 | $6K | Hold |
7,802
| – | – | ﹤0.01% | 5614 |
|
|
2017
Q3 | $7K | Buy |
+7,802
| New | +$7K | ﹤0.01% | 5574 |
|