WR Wealth Planners’s New Pacific Metals NEWP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $71.7K | Hold |
60,800
| – | – | 0.02% | 279 |
|
|
2024
Q3 | $90.6K | Sell |
60,800
-2,000
| -3% | -$2.98K | 0.03% | 272 |
|
|
2024
Q2 | $94.2K | Buy |
62,800
+23,000
| +58% | +$34.5K | 0.03% | 257 |
|
|
2024
Q1 | $53.3K | Hold |
39,800
| – | – | 0.02% | 323 |
|
|
2023
Q4 | $76K | Sell |
39,800
-4,000
| -9% | -$7.64K | 0.03% | 179 |
|
|
2023
Q3 | $77.5K | Buy |
43,800
+10,000
| +30% | +$17.7K | 0.03% | 270 |
|
|
2023
Q2 | $73.7K | Buy |
33,800
+5,000
| +17% | +$10.9K | 0.03% | 277 |
|
|
2023
Q1 | $77.5K | Buy |
+28,800
| New | +$77.5K | 0.03% | 269 |
|