EverSource Wealth Advisors’s AngloGold Ashanti AU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $153K | Buy |
3,367
+1,734
| +106% | +$79K | 0.01% | 983 |
|
|
2025
Q1 | $60.6K | Buy |
1,633
+459
| +39% | +$17K | ﹤0.01% | 1144 |
|
|
2024
Q4 | $27.1K | Buy |
1,174
+796
| +211% | +$18.4K | ﹤0.01% | 1476 |
|
|
2024
Q3 | $10.1K | Buy |
378
+103
| +37% | +$2.74K | ﹤0.01% | 1860 |
|
|
2024
Q2 | $7.72K | Buy |
275
+65
| +31% | +$1.83K | ﹤0.01% | 2009 |
|
|
2024
Q1 | $4.83K | Buy |
+210
| New | +$4.83K | ﹤0.01% | 2070 |
|
|
2023
Q4 | – | Sell |
-29
| Closed | -$458 | – | 2645 |
|
|
2023
Q3 | $458 | Sell |
29
-8
| -22% | -$126 | ﹤0.01% | 2393 |
|
|
2023
Q2 | $780 | Hold |
37
| – | – | ﹤0.01% | 2275 |
|
|
2023
Q1 | $895 | Buy |
+37
| New | +$895 | ﹤0.01% | 2135 |
|
|
2022
Q3 | – | Sell |
-173
| Closed | -$2K | – | 1971 |
|
|
2022
Q2 | $2K | Hold |
173
| – | – | ﹤0.01% | 1467 |
|
|
2022
Q1 | $4K | Hold |
173
| – | – | ﹤0.01% | 1312 |
|
|
2021
Q4 | $4K | Buy |
+173
| New | +$4K | ﹤0.01% | 1306 |
|