Atria Wealth Solutions’s ASA Gold and Precious Metals ASA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $320K | Buy |
10,145
+2,350
| +30% | +$74.2K | 0.01% | 1121 |
|
|
2025
Q1 | $235K | Buy |
+7,795
| New | +$235K | ﹤0.01% | 1613 |
|
|
2024
Q3 | – | Sell |
-62,453
| Closed | -$1.1M | – | 1902 |
|
|
2024
Q2 | $1.1M | Buy |
62,453
+11,603
| +23% | +$204K | 0.01% | 852 |
|
|
2024
Q1 | $781K | Sell |
50,850
-3,250
| -6% | -$49.9K | 0.01% | 1020 |
|
|
2023
Q4 | $815K | Sell |
54,100
-1,250
| -2% | -$18.8K | 0.01% | 948 |
|
|
2023
Q3 | $738K | Buy |
55,350
+200
| +0.4% | +$2.67K | 0.01% | 946 |
|
|
2023
Q2 | $820K | Hold |
55,150
| – | – | 0.01% | 929 |
|
|
2023
Q1 | $884K | Buy |
55,150
+12,250
| +29% | +$196K | 0.01% | 842 |
|
|
2022
Q4 | $614K | Buy |
42,900
+1,000
| +2% | +$14.3K | 0.01% | 977 |
|
|
2022
Q3 | $525K | Sell |
41,900
-375
| -0.9% | -$4.7K | 0.01% | 990 |
|
|
2022
Q2 | $620K | Hold |
42,275
| – | – | 0.01% | 849 |
|
|
2022
Q1 | $947K | Buy |
+42,275
| New | +$947K | 0.02% | 758 |
|