GWM
Gupta Wealth Management’s abrdn Physical Gold Shares ETF SGOL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $4.87M | Buy |
40,531
+6,998
| +21% | +$840K | 1.14% | 17 |
|
|
2015
Q4 | $3.47M | Sell |
33,533
-1,195
| -3% | -$124K | 0.88% | 22 |
|
|
2015
Q3 | $3.79M | Buy |
34,728
+7,463
| +27% | +$814K | 0.92% | 21 |
|
|
2015
Q2 | $3.12M | Buy |
27,265
+6,520
| +31% | +$747K | 0.77% | 32 |
|
|
2015
Q1 | $2.4M | Buy |
+20,745
| New | +$2.4M | 0.71% | 38 |
|