WR Wealth Planners’s Agnico Eagle Mines AEM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | $189K | Hold |
2,421
| – | – | 0.06% | 160 |
|
2024
Q3 | $195K | Sell |
2,421
-196
| -7% | -$15.8K | 0.05% | 186 |
|
2024
Q2 | $171K | Sell |
2,617
-588
| -18% | -$38.5K | 0.05% | 189 |
|
2024
Q1 | $191K | Buy |
+3,205
| New | +$191K | 0.06% | 178 |
|
2023
Q4 | – | Sell |
-3,205
| Closed | -$146K | – | 202 |
|
2023
Q3 | $146K | Hold |
3,205
| – | – | 0.06% | 201 |
|
2023
Q2 | $160K | Sell |
3,205
-200
| -6% | -$10K | 0.06% | 190 |
|
2023
Q1 | $174K | Buy |
+3,405
| New | +$174K | 0.08% | 171 |
|