WR Wealth Planners’s Sprott SII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $337K | Buy |
7,990
+850
| +12% | +$35.8K | 0.11% | 120 |
|
|
2024
Q3 | $309K | Buy |
7,140
+650
| +10% | +$28.2K | 0.09% | 141 |
|
|
2024
Q2 | $269K | Hold |
6,490
| – | – | 0.08% | 142 |
|
|
2024
Q1 | $240K | Sell |
6,490
-600
| -8% | -$22.2K | 0.07% | 151 |
|
|
2023
Q4 | $241K | Hold |
7,090
| – | – | 0.09% | 160 |
|
|
2023
Q3 | $216K | Hold |
7,090
| – | – | 0.08% | 159 |
|
|
2023
Q2 | $230K | Buy |
7,090
+580
| +9% | +$18.8K | 0.09% | 154 |
|
|
2023
Q1 | $237K | Buy |
+6,510
| New | +$237K | 0.1% | 139 |
|