Avior 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 | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-1,060
| Closed | -$19K | – | 1636 |
|
2023
Q3 | $19K | Hold |
1,060
| – | – | ﹤0.01% | 947 |
|
2023
Q2 | $19.7K | Hold |
1,060
| – | – | ﹤0.01% | 931 |
|
2023
Q1 | $20.2K | Buy |
+1,060
| New | +$20.2K | ﹤0.01% | 939 |
|
2022
Q2 | – | Sell |
-557
| Closed | -$10K | – | 1188 |
|
2022
Q1 | $10K | Buy |
+557
| New | +$10K | ﹤0.01% | 832 |
|