EverSource Wealth Advisors’s VanEck Merk Gold Trust OUNZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $330K | Hold |
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|
2025
Q1 | $312K | Hold |
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|
2024
Q4 | $262K | Hold |
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|
2024
Q3 | $263K | Sell |
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|
2024
Q2 | $253K | Hold |
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|
2024
Q1 | $237K | Hold |
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|
2023
Q4 | $213K | Hold |
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|
2023
Q3 | $191K | Hold |
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|
2023
Q2 | $199K | Hold |
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|
2023
Q1 | $204K | Hold |
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|
2022
Q4 | $189K | Sell |
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|
2022
Q3 | $186K | Hold |
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|
2022
Q2 | $202K | Hold |
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|
2022
Q1 | $217K | Buy |
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|
2021
Q4 | $112K | Buy |
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