Householder Group Estate & Retirement Specialist’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-7,517
| Closed | -$188K | – | 1099 |
|
2024
Q3 | $188K | Buy |
7,517
+2,773
| +58% | +$69.4K | 0.05% | 253 |
|
2024
Q2 | $105K | Hold |
4,744
| – | – | 0.03% | 342 |
|
2024
Q1 | $101K | Sell |
4,744
-310
| -6% | -$6.58K | 0.03% | 342 |
|
2023
Q4 | $99K | Buy |
5,054
+2,630
| +108% | +$51.5K | 0.03% | 336 |
|
2023
Q3 | $42.9K | Buy |
+2,424
| New | +$42.9K | 0.02% | 477 |
|
2023
Q1 | $41K | Buy |
+2,148
| New | +$41K | 0.02% | 476 |
|
2022
Q4 | – | Sell |
-1,229
| Closed | -$19K | – | 981 |
|
2022
Q3 | $19K | Buy |
+1,229
| New | +$19K | 0.01% | 591 |
|