Cypress Wealth Services’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 | |
---|---|---|---|---|---|---|---|---|
2021
Q1 | – | Sell |
-16,000
| Closed | -$292K | – | 300 |
|
2020
Q4 | $292K | Buy |
+16,000
| New | +$292K | 0.07% | 212 |
|
2020
Q3 | – | Sell |
-16,000
| Closed | -$274K | – | 206 |
|
2020
Q2 | $274K | Hold |
16,000
| – | – | 0.07% | 213 |
|
2020
Q1 | $242K | Hold |
16,000
| – | – | 0.07% | 205 |
|
2019
Q4 | $234K | Hold |
16,000
| – | – | 0.06% | 216 |
|
2019
Q3 | $227K | Hold |
16,000
| – | – | 0.06% | 219 |
|
2019
Q2 | $218K | Buy |
+16,000
| New | +$218K | 0.06% | 232 |
|