AE Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-22,721
| Closed | -$444K | – | 1731 |
|
|
2023
Q4 | $444K | Sell |
22,721
-64,423
| -74% | -$1.26M | ﹤0.01% | 1507 |
|
|
2023
Q3 | $1.56M | Sell |
87,144
-251
| -0.3% | -$4.49K | 0.01% | 928 |
|
|
2023
Q2 | $1.63M | Buy |
87,395
+3,585
| +4% | +$66.7K | 0.01% | 902 |
|
|
2023
Q1 | $1.6M | Buy |
+83,810
| New | +$1.6M | 0.01% | 874 |
|
|
2021
Q1 | – | Sell |
-93,582
| Closed | -$1.73M | – | 1528 |
|
|
2020
Q4 | $1.73M | Sell |
93,582
-13,972
| -13% | -$259K | 0.02% | 544 |
|
|
2020
Q3 | $1.98M | Buy |
+107,554
| New | +$1.98M | 0.03% | 421 |
|