Congress Wealth Management’s Sprott Gold Miners ETF SGDM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.64M | Sell |
36,174
-7,073
| -16% | -$320K | 0.02% | 593 |
|
|
2025
Q1 | $1.64M | Sell |
43,247
-1,378
| -3% | -$52.3K | 0.02% | 532 |
|
|
2024
Q4 | $1.24M | Sell |
44,625
-296
| -0.7% | -$8.22K | 0.02% | 491 |
|
|
2024
Q3 | $1.39M | Sell |
44,921
-1,630
| -4% | -$50.5K | 0.02% | 468 |
|
|
2024
Q2 | $1.24M | Buy |
+46,551
| New | +$1.24M | 0.02% | 401 |
|
|
2023
Q4 | – | Sell |
-47,861
| Closed | -$1.09M | – | 661 |
|
|
2023
Q3 | $1.09M | Sell |
47,861
-569
| -1% | -$13K | 0.02% | 364 |
|
|
2023
Q2 | $1.25M | Sell |
48,430
-4,061
| -8% | -$105K | 0.03% | 317 |
|
|
2023
Q1 | $1.48M | Sell |
52,491
-239
| -0.5% | -$6.75K | 0.04% | 301 |
|
|
2022
Q4 | $1.31M | Buy |
+52,730
| New | +$1.31M | 0.03% | 310 |
|