Atria Wealth Solutions’s ASA Gold and Precious Metals ASA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $320K | Buy |
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|
2025
Q1 | $235K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $1.1M | Buy |
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|
2024
Q1 | $781K | Sell |
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|
2023
Q4 | $815K | Sell |
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|
2023
Q3 | $738K | Buy |
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|
2023
Q2 | $820K | Hold |
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|
2023
Q1 | $884K | Buy |
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|
2022
Q4 | $614K | Buy |
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|
2022
Q3 | $525K | Sell |
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|
2022
Q2 | $620K | Hold |
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|
2022
Q1 | $947K | Buy |
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