9258 Wealth Management’s Royal Gold RGLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-2,140
| Closed | -$230K | – | 358 |
|
|
2021
Q1 | $230K | Hold |
2,140
| – | – | 0.07% | 288 |
|
|
2020
Q4 | $228K | Buy |
2,140
+150
| +8% | +$16K | 0.07% | 269 |
|
|
2020
Q3 | $236K | Sell |
1,990
-550
| -22% | -$65.2K | 0.09% | 244 |
|
|
2020
Q2 | $316K | Hold |
2,540
| – | – | 0.13% | 192 |
|
|
2020
Q1 | $321K | Sell |
2,540
-80
| -3% | -$10.1K | 0.14% | 178 |
|
|
2019
Q4 | $320K | Buy |
+2,620
| New | +$320K | 0.12% | 205 |
|