Castle Rock Wealth Management’s GraniteShares Gold Shares BAR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $232K | Buy |
6,924
+209
| +3% | +$7K | 0.05% | 231 |
|
2025
Q1 | $206K | Buy |
+6,715
| New | +$206K | 0.06% | 222 |
|
2024
Q3 | – | Sell |
-8,847
| Closed | -$204K | – | 243 |
|
2024
Q2 | $204K | Hold |
8,847
| – | – | 0.05% | 233 |
|
2024
Q1 | $202K | Buy |
+8,847
| New | +$202K | 0.06% | 230 |
|
2023
Q2 | – | Sell |
-10,559
| Closed | -$213K | – | 211 |
|
2023
Q1 | $213K | Hold |
10,559
| – | – | 0.08% | 201 |
|
2022
Q4 | $202K | Hold |
10,559
| – | – | 0.09% | 213 |
|
2022
Q3 | $174K | Hold |
10,559
| – | – | 0.09% | 191 |
|
2022
Q2 | $182K | Hold |
10,559
| – | – | 0.09% | 203 |
|
2022
Q1 | $204K | Buy |
+10,559
| New | +$204K | 0.09% | 224 |
|