Baltimore-Washington Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-19,708
| Closed | -$393K | – | 143 |
|
|
2023
Q4 | $393K | Hold |
19,708
| – | – | 0.03% | 112 |
|
|
2023
Q3 | $353K | Buy |
19,708
+1,708
| +9% | +$30.6K | 0.03% | 117 |
|
|
2023
Q2 | $335K | Buy |
18,000
+600
| +3% | +$11.2K | 0.03% | 113 |
|
|
2023
Q1 | $332K | Buy |
+17,400
| New | +$332K | 0.03% | 112 |
|
|
2022
Q4 | – | Sell |
-16,000
| Closed | -$280K | – | 141 |
|
|
2022
Q3 | $280K | Hold |
16,000
| – | – | 0.02% | 129 |
|
|
2022
Q2 | $280K | Buy |
+16,000
| New | +$280K | 0.03% | 107 |
|