Dorchester Wealth Management’s ASA Gold and Precious Metals ASA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $484K | Sell |
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|
2024
Q3 | $499K | Hold |
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|
2024
Q2 | $421K | Sell |
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|
2024
Q1 | $371K | Buy |
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|
2023
Q4 | $329K | Hold |
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|
2023
Q3 | $291K | Buy |
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|
2023
Q2 | $174K | Hold |
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|
2023
Q1 | $187K | Sell |
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|
2022
Q4 | $224K | Hold |
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|
2022
Q3 | $196K | Hold |
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|
2022
Q2 | $230K | Hold |
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|
2022
Q1 | $439K | Sell |
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|
2021
Q4 | $369K | Sell |
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|
2021
Q3 | $340K | Sell |
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|
2021
Q2 | $428K | Sell |
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|
2021
Q1 | $400K | Sell |
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|
2020
Q4 | $502K | Sell |
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|
2020
Q3 | $534K | Sell |
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|
2020
Q2 | $897K | Sell |
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|
2020
Q1 | $596K | Hold |
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|
2019
Q4 | $787K | Hold |
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|
2019
Q3 | $694K | Sell |
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|
2019
Q2 | $750K | Sell |
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|
2019
Q1 | $672K | Sell |
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|
2018
Q4 | $663K | Sell |
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|
2018
Q3 | $624K | Sell |
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|
2018
Q2 | $785K | Buy |
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|
2018
Q1 | $755K | Sell |
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|
2017
Q4 | $832K | Buy |
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|
2017
Q3 | $835K | Buy |
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|
2017
Q2 | $789K | Sell |
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|
2017
Q1 | $902K | Buy |
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|
2016
Q4 | $788K | Buy |
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|
2016
Q3 | $795K | Sell |
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|
2016
Q2 | $927K | Sell |
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|
2016
Q1 | $763K | Buy |
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|
2015
Q4 | $532K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $753K | Buy |
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