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Total Wealth Planning & Management, Inc. → TMQ
Total Wealth Planning & Management, Inc. TMQ Position History
Trilogy Metals Inc. • Basic Materials
Quarters held
4
Latest value
$144K
Q3 2026
Peak value
$195K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $195K |
| Q1 2026 | $167K |
| Q2 2026 | $163K |
| Q3 2026 | $144K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $144K | 46.5K | — | — |
| Q2 2026 | $163K | 46.5K | — | — |
| Q1 2026 | $167K | 46.5K | — | — |
| Q4 2025 | $195K | 45.2K | — | — |