Bartlett & Co 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $178K | Sell |
1,000
-50
| -5% | -$8.89K | ﹤0.01% | 461 |
|
2025
Q1 | $172K | Hold |
1,050
| – | – | ﹤0.01% | 463 |
|
2024
Q4 | $138K | Hold |
1,050
| – | – | ﹤0.01% | 499 |
|
2024
Q3 | $147K | Sell |
1,050
-100
| -9% | -$14K | ﹤0.01% | 491 |
|
2024
Q2 | $144K | Hold |
1,150
| – | – | ﹤0.01% | 483 |
|
2024
Q1 | $140K | Hold |
1,150
| – | – | ﹤0.01% | 502 |
|
2023
Q4 | $140K | Hold |
1,150
| – | – | ﹤0.01% | 526 |
|
2023
Q3 | $122K | Hold |
1,150
| – | – | ﹤0.01% | 514 |
|
2023
Q2 | $132K | Buy |
+1,150
| New | +$132K | ﹤0.01% | 508 |
|
2018
Q2 | – | Sell |
-101
| Closed | -$8.67K | – | 764 |
|
2018
Q1 | $8.67K | Buy |
+101
| New | +$8.67K | ﹤0.01% | 622 |
|