Adirondack Retirement Specialists’s VanEck Merk Gold Trust OUNZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$357K Sell
19,964
-259
-1% -$4.63K 0.28% 24
2023
Q2
$376K Buy
20,223
+2,919
+17% +$54.3K 0.3% 24
2023
Q1
$339K Buy
17,304
+1,684
+11% +$33K 0.28% 23
2022
Q4
$276K Hold
15,620
0.31% 16
2022
Q3
$252K Buy
+15,620
New +$252K 0.24% 21