Advocacy Wealth Management Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-386
| Closed | -$6K | – | 103 |
|
|
2022
Q3 | $6K | Hold |
386
| – | – | ﹤0.01% | 103 |
|
|
2022
Q2 | $7K | Hold |
386
| – | – | ﹤0.01% | 105 |
|
|
2022
Q1 | $7K | Hold |
386
| – | – | ﹤0.01% | 114 |
|
|
2021
Q4 | $7K | Hold |
386
| – | – | ﹤0.01% | 128 |
|
|
2021
Q3 | $7K | Hold |
386
| – | – | ﹤0.01% | 127 |
|
|
2021
Q2 | $7K | Buy |
+386
| New | +$7K | ﹤0.01% | 145 |
|
|
2021
Q1 | – | Sell |
-386
| Closed | -$7K | – | 146 |
|
|
2020
Q4 | $7K | Hold |
386
| – | – | ﹤0.01% | 123 |
|
|
2020
Q3 | $7K | Hold |
386
| – | – | ﹤0.01% | 120 |
|
|
2020
Q2 | $7K | Hold |
386
| – | – | ﹤0.01% | 115 |
|
|
2020
Q1 | $6K | Hold |
386
| – | – | ﹤0.01% | 107 |
|
|
2019
Q4 | $6K | Hold |
386
| – | – | ﹤0.01% | 130 |
|
|
2019
Q3 | $6K | Hold |
386
| – | – | ﹤0.01% | 134 |
|
|
2019
Q2 | $5K | Hold |
386
| – | – | ﹤0.01% | 152 |
|
|
2019
Q1 | $5K | Hold |
386
| – | – | 0.01% | 113 |
|
|
2018
Q4 | $5K | Hold |
386
| – | – | ﹤0.01% | 139 |
|
|
2018
Q3 | $5K | Buy |
+386
| New | +$5K | ﹤0.01% | 155 |
|
|
2017
Q4 | – | Sell |
-772
| Closed | -$10K | – | 241 |
|
|
2017
Q3 | $10K | Buy |
772
+386
| +100% | +$5K | ﹤0.01% | 194 |
|
|
2017
Q2 | $5K | Hold |
386
| – | – | ﹤0.01% | 231 |
|
|
2017
Q1 | $5K | Hold |
386
| – | – | ﹤0.01% | 257 |
|
|
2016
Q4 | $4K | Buy |
+386
| New | +$4K | ﹤0.01% | 260 |
|