Concert Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $1.49M | Sell |
119,910
-22,580
| -16% | -$280K | 6.02% | 6 |
|
|
2017
Q2 | $1.72M | Sell |
142,490
-92,130
| -39% | -$1.11M | 1.67% | 9 |
|
|
2017
Q1 | $2.62M | Hold |
234,620
| – | – | 0.59% | 30 |
|
|
2016
Q4 | $2.62M | Sell |
234,620
-146,300
| -38% | -$1.63M | 0.58% | 27 |
|
|
2016
Q3 | $4.88M | Buy |
380,920
+201,630
| +112% | +$2.58M | 0.59% | 26 |
|
|
2016
Q2 | $2.3M | Buy |
179,290
+3,100
| +2% | +$39.8K | 0.31% | 73 |
|
|
2016
Q1 | $2.12M | Sell |
176,190
-204,730
| -54% | -$2.46M | 0.28% | 85 |
|
|
2015
Q4 | $3.95M | Buy |
380,920
+173,700
| +84% | +$1.8M | 0.53% | 38 |
|
|
2015
Q3 | $2.26M | Sell |
207,220
-171,220
| -45% | -$1.87M | 0.31% | 66 |
|
|
2015
Q2 | $4.33M | Buy |
378,440
+145,750
| +63% | +$1.67M | 0.56% | 28 |
|
|
2015
Q1 | $2.39M | Buy |
232,690
+9,890
| +4% | +$102K | 0.68% | 26 |
|
|
2014
Q4 | $2.58M | Buy |
+222,800
| New | +$2.58M | 0.39% | 48 |
|