WP
WMS Partners’s Franco-Nevada FNV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,417
| Closed | -$288K | – | 266 |
|
|
2024
Q1 | $288K | Hold |
2,417
| – | – | 0.02% | 215 |
|
|
2023
Q4 | $268K | Sell |
2,417
-1,234
| -34% | -$137K | 0.02% | 223 |
|
|
2023
Q3 | $487K | Sell |
3,651
-46
| -1% | -$6.14K | 0.04% | 155 |
|
|
2023
Q2 | $527K | Buy |
3,697
+36
| +1% | +$5.13K | 0.04% | 156 |
|
|
2023
Q1 | $534K | Sell |
3,661
-65
| -2% | -$9.48K | 0.05% | 146 |
|
|
2022
Q4 | $509K | Buy |
3,726
+213
| +6% | +$29.1K | 0.05% | 150 |
|
|
2022
Q3 | $420K | Buy |
3,513
+1,286
| +58% | +$154K | 0.06% | 153 |
|
|
2022
Q2 | $293K | Hold |
2,227
| – | – | 0.05% | 184 |
|
|
2022
Q1 | $355K | Hold |
2,227
| – | – | 0.05% | 169 |
|
|
2021
Q4 | $308K | Sell |
2,227
-825
| -27% | -$114K | 0.07% | 152 |
|
|
2021
Q3 | $396K | Buy |
+3,052
| New | +$396K | 0.06% | 179 |
|