Blue Bell Private Wealth Management’s ASA Gold and Precious Metals ASA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4M | Buy |
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|
2025
Q1 | $3.5M | Buy |
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|
2024
Q4 | $2.28M | Buy |
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|
2024
Q3 | $1.89M | Buy |
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|
2024
Q2 | $1.05M | Buy |
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|
2024
Q1 | $832K | Buy |
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|
2023
Q4 | $484K | Buy |
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|
2023
Q3 | $235K | Hold |
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|
2023
Q2 | $262K | Hold |
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|
2023
Q1 | $282K | Sell |
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|
2022
Q4 | $259K | Sell |
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|
2022
Q3 | $241K | Sell |
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|
2022
Q2 | $305K | Buy |
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|
2022
Q1 | $416K | Buy |
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|
2021
Q4 | $340K | Buy |
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|
2021
Q3 | $225K | Buy |
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|
2021
Q2 | $204K | Sell |
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|
2021
Q1 | $192K | Hold |
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|
2020
Q4 | $210K | Buy |
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|
2020
Q3 | $179K | Buy |
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|
2020
Q2 | $140K | Sell |
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|
2020
Q1 | $93K | Buy |
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|
2019
Q4 | $116K | Hold |
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|
2019
Q3 | $102K | Sell |
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|
2019
Q2 | $105K | Hold |
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|
2019
Q1 | $94K | Hold |
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|
2018
Q4 | $87K | Hold |
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|
2018
Q3 | $81K | Buy |
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|
2018
Q2 | $83K | Hold |
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|
2018
Q1 | $85K | Hold |
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|
2017
Q4 | $92K | Sell |
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|
2017
Q3 | $107K | Sell |
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|
2017
Q2 | $107K | Hold |
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|
2017
Q1 | $111K | Hold |
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|
2016
Q4 | $102K | Buy |
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|
2016
Q3 | $63K | Buy |
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|
2016
Q2 | $8K | Hold |
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|
2016
Q1 | $5K | Sell |
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|
2015
Q4 | $16K | Sell |
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|
2015
Q3 | $27K | Buy |
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|
2015
Q2 | $29K | Buy |
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|
2015
Q1 | $18K | Hold |
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|
2014
Q4 | $18K | Sell |
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|
2014
Q3 | $27K | Buy |
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|
2014
Q2 | $19K | Hold |
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|
2014
Q1 | $18K | Hold |
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|
2013
Q4 | $16K | Buy |
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