Heritage Wealth Management (Arizona)’s abrdn Physical Precious Metals Basket Shares ETF GLTR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
$5K Buy
56
+28
+100% +$2.5K ﹤0.01% 883
2022
Q3
$2K Hold
28
﹤0.01% 876
2022
Q2
$2.39K Hold
28
﹤0.01% 866
2022
Q1
$3K Buy
+28
New +$3K ﹤0.01% 853
2021
Q3
$78K Sell
904
-1,448
-62% -$125K 0.03% 386
2021
Q2
$227K Buy
+2,352
New +$227K 0.09% 204