B. Riley Wealth Advisors’s abrdn Physical Gold Shares ETF SGOL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-20,795
| Closed | -$392K | – | 1632 |
|
|
2023
Q1 | $392K | Hold |
20,795
| – | – | 0.01% | 923 |
|
|
2022
Q4 | $363K | Buy |
+20,795
| New | +$363K | 0.01% | 943 |
|
|
2022
Q1 | – | Sell |
-17,711
| Closed | -$312K | – | 1491 |
|
|
2021
Q4 | $312K | Hold |
17,711
| – | – | 0.01% | 1048 |
|
|
2021
Q3 | $299K | Hold |
17,711
| – | – | 0.01% | 1041 |
|
|
2021
Q2 | $301K | Sell |
17,711
-169
| -0.9% | -$2.87K | 0.01% | 1019 |
|
|
2021
Q1 | $294K | Buy |
+17,880
| New | +$294K | 0.01% | 1011 |
|
|
2015
Q1 | – | Sell |
-700
| Closed | -$8 | – | 1742 |
|
|
2014
Q4 | $8 | Buy |
+700
| New | +$8 | ﹤0.01% | 2978 |
|
|
2014
Q3 | – | Sell |
-3,380
| Closed | -$44.1K | – | 1682 |
|
|
2014
Q2 | $44.1K | Buy |
+3,380
| New | +$44.1K | 0.01% | 1087 |
|