Heritage Wealth Management (Arizona)’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q4	$109K	Buy	6,250 +1,117	+22%	+$19.5K	0.02%	401
2022 Q3	$82K	Sell	5,133 -856	-14%	-$13.7K	0.03%	347
2022 Q2	$104K	Sell	5,989 -4,603	-43%	-$79.8K	0.03%	327
2022 Q1	$197K	Buy	+10,592	New	+$197K	0.05%	273