Congress Wealth Management’s abrdn Physical Precious Metals Basket Shares ETF GLTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $614K | Buy |
4,441
+1,519
| +52% | +$210K | 0.01% | 858 |
|
|
2025
Q1 | $379K | Sell |
2,922
-531
| -15% | -$68.8K | ﹤0.01% | 889 |
|
|
2024
Q4 | $379K | Buy |
3,453
+522
| +18% | +$57.3K | 0.01% | 712 |
|
|
2024
Q3 | $332K | Sell |
2,931
-18,136
| -86% | -$2.05M | ﹤0.01% | 709 |
|
|
2024
Q2 | $2.17M | Sell |
21,067
-538
| -2% | -$55.4K | 0.03% | 345 |
|
|
2024
Q1 | $2.06M | Sell |
21,605
-460
| -2% | -$43.9K | 0.04% | 312 |
|
|
2023
Q4 | $2.01M | Sell |
22,065
-910
| -4% | -$82.8K | 0.04% | 313 |
|
|
2023
Q3 | $1.93M | Sell |
22,975
-3,574
| -13% | -$301K | 0.04% | 307 |
|
|
2023
Q2 | $2.3M | Sell |
26,549
-1,302
| -5% | -$113K | 0.05% | 243 |
|
|
2023
Q1 | $2.54M | Buy |
27,851
+255
| +0.9% | +$23.3K | 0.06% | 246 |
|
|
2022
Q4 | $2.46M | Sell |
27,596
-856
| -3% | -$76.4K | 0.06% | 243 |
|
|
2022
Q3 | $2.31M | Buy |
28,452
+666
| +2% | +$54K | 0.06% | 260 |
|
|
2022
Q2 | $2.37M | Sell |
27,786
-125
| -0.4% | -$10.7K | 0.06% | 264 |
|
|
2022
Q1 | $2.68M | Sell |
27,911
-14,319
| -34% | -$1.38M | 0.06% | 273 |
|
|
2021
Q4 | $3.78M | Buy |
+42,230
| New | +$3.78M | 0.08% | 251 |
|