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CWS
Cypress Wealth Services’s
abrdn Physical Gold Shares ETF
SGOL
Stock Holding History
Cypress Wealth Services’s Portfolio
SGOL Stock Details
SGOL Fund Activity
Bought
Maintained
Sold
Shares
Put Options
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2021
Q1
–
Sell
-16,000
Closed
-$292K
–
301
2020
Q4
$292K
Buy
+16,000
New
+$289K
0.07%
212
2020
Q3
–
Sell
-16,000
Closed
-$294K
–
460
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
+$202K
0.06%
232
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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