WR Wealth Planners’s Franco-Nevada FNV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $106K | Sell |
900
-804
| -47% | -$94.5K | 0.03% | 227 |
|
|
2024
Q3 | $212K | Hold |
1,704
| – | – | 0.06% | 172 |
|
|
2024
Q2 | $202K | Buy |
1,704
+200
| +13% | +$23.7K | 0.06% | 168 |
|
|
2024
Q1 | $179K | Buy |
+1,504
| New | +$179K | 0.06% | 186 |
|
|
2023
Q4 | – | Sell |
-1,705
| Closed | -$228K | – | 428 |
|
|
2023
Q3 | $228K | Hold |
1,705
| – | – | 0.09% | 156 |
|
|
2023
Q2 | $243K | Hold |
1,705
| – | – | 0.09% | 149 |
|
|
2023
Q1 | $249K | Buy |
1,705
+700
| +70% | +$102K | 0.11% | 137 |
|
|
2022
Q4 | $137K | Hold |
1,005
| – | – | 0.08% | 119 |
|
|
2022
Q3 | $120K | Sell |
1,005
-147
| -13% | -$17.6K | 0.08% | 116 |
|
|
2022
Q2 | $152K | Hold |
1,152
| – | – | 0.1% | 109 |
|
|
2022
Q1 | $184K | Buy |
+1,152
| New | +$184K | 0.11% | 107 |
|