Creative Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-2,006
| Closed | -$39K | – | 3301 |
|
|
2017
Q2 | $39K | Sell |
2,006
-398
| -17% | -$7.74K | ﹤0.01% | 2694 |
|
|
2017
Q1 | $48K | Buy |
2,404
+707
| +42% | +$14.1K | ﹤0.01% | 2488 |
|
|
2016
Q4 | $32K | Sell |
1,697
-2,000
| -54% | -$37.7K | ﹤0.01% | 2719 |
|
|
2016
Q3 | $89K | Buy |
3,697
+410
| +12% | +$9.87K | ﹤0.01% | 1917 |
|
|
2016
Q2 | $85K | Buy |
3,287
+1,190
| +57% | +$30.8K | ﹤0.01% | 1768 |
|
|
2016
Q1 | $39K | Sell |
2,097
-150
| -7% | -$2.79K | ﹤0.01% | 2257 |
|
|
2015
Q4 | $29K | Buy |
2,247
+50
| +2% | +$645 | ﹤0.01% | 2548 |
|
|
2015
Q3 | $28K | Buy |
+2,197
| New | +$28K | ﹤0.01% | 2457 |
|
|
2015
Q2 | – | Sell |
-2,397
| Closed | -$40K | – | 2561 |
|
|
2015
Q1 | $40K | Buy |
2,397
+2,197
| +1,099% | +$36.7K | ﹤0.01% | 2169 |
|
|
2014
Q4 | $4K | Hold |
200
| – | – | ﹤0.01% | 3538 |
|
|
2014
Q3 | $4K | Buy |
+200
| New | +$4K | ﹤0.01% | 3341 |
|