AW
ASA
Atlas Wealth’s ASA Gold and Precious Metals ASA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-97,090
| Closed | -$1.81M | – | 86 |
|
2024
Q2 | $1.81M | Buy |
+97,090
| New | +$1.81M | 0.21% | 79 |
|
2023
Q4 | – | Sell |
-89,832
| Closed | -$1.2M | – | 81 |
|
2023
Q3 | $1.2M | Sell |
89,832
-76,230
| -46% | -$1.02M | 0.22% | 65 |
|
2023
Q2 | $2.66M | Sell |
166,062
-29,501
| -15% | -$473K | 0.49% | 46 |
|
2023
Q1 | $3.13M | Buy |
+195,563
| New | +$3.13M | 0.62% | 42 |
|