BFP
Briaud Financial Planning’s abrdn Physical Platinum Shares ETF PPLT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $813K | Sell |
6,624
-2,331
| -26% | -$286K | 0.32% | 12 |
|
2025
Q1 | $818K | Hold |
8,955
| – | – | 0.33% | 12 |
|
2024
Q4 | $743K | Sell |
8,955
-125
| -1% | -$10.4K | 0.3% | 12 |
|
2024
Q3 | $815K | Hold |
9,080
| – | – | 0.42% | 10 |
|
2024
Q2 | $830K | Hold |
9,080
| – | – | 0.48% | 10 |
|
2024
Q1 | $759K | Buy |
+9,080
| New | +$759K | 0.43% | 11 |
|
2023
Q4 | – | Sell |
-9,242
| Closed | -$772K | – | 125 |
|
2023
Q3 | $772K | Hold |
9,242
| – | – | 0.63% | 13 |
|
2023
Q2 | $773K | Sell |
9,242
-724
| -7% | -$60.6K | 0.73% | 12 |
|
2023
Q1 | $916K | Hold |
9,966
| – | – | 0.87% | 10 |
|
2022
Q4 | $989K | Hold |
9,966
| – | – | 0.8% | 9 |
|
2022
Q3 | $874K | Hold |
9,966
| – | – | 0.78% | 8 |
|
2022
Q2 | $828K | Buy |
9,966
+4,666
| +88% | +$388K | 0.54% | 10 |
|
2022
Q1 | $486K | Buy |
+5,300
| New | +$486K | 0.28% | 14 |
|
2021
Q3 | – | Sell |
-2,108
| Closed | -$211K | – | 20 |
|
2021
Q2 | $211K | Hold |
2,108
| – | – | 0.14% | 18 |
|
2021
Q1 | $235K | Buy |
+2,108
| New | +$235K | 0.17% | 19 |
|