Heritage Wealth Advisors’s abrdn Physical Palladium Shares ETF PALL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $113K | Hold |
1,125
| – | – | 0.01% | 239 |
|
|
2025
Q1 | $102K | Hold |
1,125
| – | – | 0.01% | 242 |
|
|
2024
Q4 | $94K | Hold |
1,125
| – | – | ﹤0.01% | 254 |
|
|
2024
Q3 | $103K | Hold |
1,125
| – | – | ﹤0.01% | 262 |
|
|
2024
Q2 | $100K | Hold |
1,125
| – | – | ﹤0.01% | 253 |
|
|
2024
Q1 | $105K | Hold |
1,125
| – | – | ﹤0.01% | 260 |
|
|
2023
Q4 | $114K | Hold |
1,125
| – | – | 0.01% | 254 |
|
|
2023
Q3 | $129K | Hold |
1,125
| – | – | 0.01% | 232 |
|
|
2023
Q2 | $128K | Hold |
1,125
| – | – | 0.01% | 236 |
|
|
2023
Q1 | $152K | Hold |
1,125
| – | – | 0.01% | 226 |
|
|
2022
Q4 | $186K | Hold |
1,125
| – | – | 0.01% | 216 |
|
|
2022
Q3 | $226K | Hold |
1,125
| – | – | 0.02% | 189 |
|
|
2022
Q2 | $201K | Hold |
1,125
| – | – | 0.01% | 197 |
|
|
2022
Q1 | $235K | Hold |
1,125
| – | – | 0.01% | 185 |
|
|
2021
Q4 | $198K | Hold |
1,125
| – | – | 0.01% | 207 |
|
|
2021
Q3 | $201K | Hold |
1,125
| – | – | 0.01% | 198 |
|
|
2021
Q2 | $292K | Hold |
1,125
| – | – | 0.02% | 174 |
|
|
2021
Q1 | $275K | Hold |
1,125
| – | – | 0.02% | 180 |
|
|
2020
Q4 | $258K | Hold |
1,125
| – | – | 0.02% | 176 |
|
|
2020
Q3 | $244K | Hold |
1,125
| – | – | 0.03% | 136 |
|
|
2020
Q2 | $206K | Hold |
1,125
| – | – | 0.03% | 138 |
|
|
2020
Q1 | $250K | Hold |
1,125
| – | – | 0.04% | 116 |
|
|
2019
Q4 | $206K | Hold |
1,125
| – | – | 0.03% | 167 |
|
|
2019
Q3 | $179K | Hold |
1,125
| – | – | 0.03% | 165 |
|
|
2019
Q2 | $164K | Hold |
1,125
| – | – | 0.03% | 157 |
|
|
2019
Q1 | $147K | Hold |
1,125
| – | – | 0.02% | 150 |
|
|
2018
Q4 | $133K | Hold |
1,125
| – | – | 0.03% | 143 |
|
|
2018
Q3 | $114K | Buy |
+1,125
| New | +$114K | 0.02% | 153 |
|