Beam Wealth Advisors’s ASA Gold and Precious Metals ASA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-11,852
| Closed | -$256K | – | 144 |
|
|
2021
Q2 | $256K | Buy |
11,852
+1,600
| +16% | +$34.6K | 0.22% | 111 |
|
|
2021
Q1 | $205K | Buy |
10,252
+200
| +2% | +$4K | 0.18% | 129 |
|
|
2020
Q4 | $220K | Sell |
10,052
-708
| -7% | -$15.5K | 0.21% | 116 |
|
|
2020
Q3 | $229K | Buy |
10,760
+350
| +3% | +$7.45K | 0.21% | 111 |
|
|
2020
Q2 | $185K | Buy |
+10,410
| New | +$185K | 0.19% | 124 |
|