WR Wealth Planners’s Metalla Royalty & Streaming MTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $15.8K | Hold |
6,300
| – | – | 0.01% | 521 |
|
|
2024
Q3 | $19.5K | Hold |
6,300
| – | – | 0.01% | 491 |
|
|
2024
Q2 | $17.5K | Sell |
6,300
-1,875
| -23% | -$5.21K | 0.01% | 466 |
|
|
2024
Q1 | $25.4K | Buy |
+8,175
| New | +$25.4K | 0.01% | 416 |
|
|
2023
Q4 | – | Sell |
-8,175
| Closed | -$25K | – | 608 |
|
|
2023
Q3 | $25K | Hold |
8,175
| – | – | 0.01% | 400 |
|
|
2023
Q2 | $35.5K | Hold |
8,175
| – | – | 0.01% | 364 |
|
|
2023
Q1 | $45.7K | Buy |
+8,175
| New | +$45.7K | 0.02% | 330 |
|