Bragg Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-19,000
| Closed | -$426K | – | 297 |
|
|
2022
Q1 | $426K | Hold |
19,000
| – | – | 0.02% | 255 |
|
|
2021
Q4 | $359K | Hold |
19,000
| – | – | 0.02% | 256 |
|
|
2021
Q3 | $359K | Hold |
19,000
| – | – | 0.02% | 256 |
|
|
2021
Q2 | $410K | Hold |
19,000
| – | – | 0.03% | 240 |
|
|
2021
Q1 | $379K | Hold |
19,000
| – | – | 0.03% | 236 |
|
|
2020
Q4 | $416K | Hold |
19,000
| – | – | 0.04% | 212 |
|
|
2020
Q3 | $404K | Hold |
19,000
| – | – | 0.04% | 200 |
|
|
2020
Q2 | $333K | Hold |
19,000
| – | – | 0.04% | 216 |
|
|
2020
Q1 | $196K | Buy |
+19,000
| New | +$196K | 0.03% | 246 |
|