BFG
Barber Financial Group’s VanEck Merk Gold Trust OUNZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $4.58M | Buy |
239,972
+5,837
| +2% | +$111K | 0.81% | 20 |
|
|
2022
Q4 | $4.14M | Sell |
234,135
-8,307
| -3% | -$147K | 1.15% | 17 |
|
|
2022
Q3 | $3.91M | Sell |
242,442
-598
| -0.2% | -$9.65K | 1.14% | 14 |
|
|
2022
Q2 | $4.26M | Sell |
243,040
-139,295
| -36% | -$2.44M | 0.7% | 18 |
|
|
2022
Q1 | $7.2M | Sell |
382,335
-107,353
| -22% | -$2.02M | 0.96% | 20 |
|
|
2021
Q4 | $8.71M | Buy |
489,688
+23,599
| +5% | +$420K | 1.05% | 21 |
|
|
2021
Q3 | $7.97M | Buy |
466,089
+40,591
| +10% | +$694K | 1.03% | 26 |
|
|
2021
Q2 | $7.33M | Buy |
425,498
+14,935
| +4% | +$257K | 1% | 23 |
|
|
2021
Q1 | $6.83M | Buy |
410,563
+57,997
| +16% | +$965K | 1% | 21 |
|
|
2020
Q4 | $6.53M | Buy |
352,566
+277,751
| +371% | +$5.14M | 1.19% | 20 |
|
|
2020
Q3 | $1.38M | Buy |
+74,815
| New | +$1.38M | 0.3% | 46 |
|