Convergent Wealth Advisors’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
2013
Q4
Sell
-20,000
Closed -$261K 38
2013
Q3
$261K Buy
+20,000
New +$261K 0.05% 32