BWP
Balboa Wealth Partners’s abrdn Physical Gold Shares ETF SGOL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $900K | Buy |
28,527
+2,790
| +11% | +$88K | 0.18% | 101 |
|
|
2025
Q1 | $767K | Buy |
+25,737
| New | +$767K | 0.19% | 95 |
|
|
2023
Q1 | – | Sell |
-14,520
| Closed | -$254K | – | 320 |
|
|
2022
Q4 | $254K | Sell |
14,520
-987
| -6% | -$17.2K | 0.11% | 181 |
|
|
2022
Q3 | $247K | Buy |
+15,507
| New | +$247K | 0.11% | 168 |
|