BIA
Barry Investment Advisors’s Sprott Gold Miners ETF SGDM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $361K | Hold |
7,985
| – | – | 0.09% | 78 |
|
|
2025
Q1 | $303K | Hold |
7,985
| – | – | 0.08% | 86 |
|
|
2024
Q4 | $222K | Hold |
7,985
| – | – | 0.07% | 99 |
|
|
2024
Q3 | $247K | Buy |
7,985
+235
| +3% | +$7.28K | 0.08% | 100 |
|
|
2024
Q2 | $207K | Buy |
+7,750
| New | +$207K | 0.07% | 110 |
|
|
2023
Q3 | – | Sell |
-10,647
| Closed | -$276K | – | 119 |
|
|
2023
Q2 | $276K | Hold |
10,647
| – | – | 0.09% | 97 |
|
|
2023
Q1 | $301K | Hold |
10,647
| – | – | 0.1% | 94 |
|
|
2022
Q4 | $264K | Hold |
10,647
| – | – | 0.08% | 97 |
|
|
2022
Q3 | $227K | Sell |
10,647
-753
| -7% | -$16.1K | 0.08% | 105 |
|
|
2022
Q2 | $277K | Hold |
11,400
| – | – | 0.08% | 104 |
|
|
2022
Q1 | $376K | Hold |
11,400
| – | – | 0.1% | 97 |
|
|
2021
Q4 | $312K | Buy |
+11,400
| New | +$312K | 0.08% | 98 |
|