Baker Tilly Wealth Management’s Royal Gold RGLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-5,509
| Closed | -$671K | – | 385 |
|
|
2024
Q1 | $671K | Sell |
5,509
-2,008
| -27% | -$245K | 0.12% | 185 |
|
|
2023
Q4 | $909K | Sell |
7,517
-1,624
| -18% | -$196K | 0.15% | 146 |
|
|
2023
Q3 | $972K | Sell |
9,141
-524
| -5% | -$55.7K | 0.16% | 132 |
|
|
2023
Q2 | $1.11M | Buy |
9,665
+558
| +6% | +$64K | 0.12% | 187 |
|
|
2023
Q1 | $1.18M | Sell |
9,107
-283
| -3% | -$36.7K | 0.13% | 174 |
|
|
2022
Q4 | $1.06M | Sell |
9,390
-50
| -0.5% | -$5.64K | 0.13% | 175 |
|
|
2022
Q3 | $886K | Sell |
9,440
-1,748
| -16% | -$164K | 0.12% | 187 |
|
|
2022
Q2 | $1.2M | Buy |
11,188
+32
| +0.3% | +$3.42K | 0.16% | 142 |
|
|
2022
Q1 | $1.58M | Sell |
11,156
-405
| -4% | -$57.2K | 0.17% | 116 |
|
|
2021
Q4 | $1.22M | Buy |
11,561
+928
| +9% | +$97.6K | 0.13% | 163 |
|
|
2021
Q3 | $1.02M | Buy |
10,633
+1,473
| +16% | +$141K | 0.13% | 162 |
|
|
2021
Q2 | $1.05M | Buy |
9,160
+888
| +11% | +$101K | 0.17% | 137 |
|
|
2021
Q1 | $890K | Buy |
8,272
+615
| +8% | +$66.2K | 0.18% | 136 |
|
|
2020
Q4 | $814K | Buy |
+7,657
| New | +$814K | 0.25% | 99 |
|