Fiduciary Planning’s GraniteShares Gold Shares BAR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-12,726
| Closed | -$210K | – | 44 |
|
2022
Q3 | $210K | Buy |
12,726
+157
| +1% | +$2.59K | 0.11% | 38 |
|
2022
Q2 | $225K | Buy |
12,569
+1,000
| +9% | +$17.9K | 0.11% | 39 |
|
2022
Q1 | $222K | Sell |
11,569
-1,042
| -8% | -$20K | 0.12% | 38 |
|
2021
Q4 | $229K | Buy |
12,611
+1,971
| +19% | +$35.8K | 0.13% | 48 |
|
2021
Q3 | $186K | Buy |
+10,640
| New | +$186K | 0.1% | 66 |
|
2021
Q2 | – | Sell |
-2,363
| Closed | -$40K | – | 74 |
|
2021
Q1 | $40K | Hold |
2,363
| – | – | 0.06% | 87 |
|
2020
Q4 | $45K | Hold |
2,363
| – | – | 0.06% | 84 |
|
2020
Q3 | $44K | Buy |
+2,363
| New | +$44K | 0.07% | 65 |
|