Cascade Financial Partners’s abrdn Physical Gold Shares ETF SGOL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $390K | Hold |
12,370
| – | – | 0.05% | 179 |
|
|
2025
Q1 | $369K | Buy |
12,370
+2,100
| +20% | +$62.6K | 0.05% | 181 |
|
|
2024
Q4 | $257K | Sell |
10,270
-250
| -2% | -$6.26K | 0.03% | 211 |
|
|
2024
Q3 | $276K | Sell |
10,520
-550
| -5% | -$14.4K | 0.03% | 195 |
|
|
2024
Q2 | $246K | Sell |
11,070
-1,220
| -10% | -$27.1K | 0.03% | 200 |
|
|
2024
Q1 | $275K | Buy |
+12,290
| New | +$275K | 0.04% | 185 |
|