ICA Group Wealth Management’s VanEck Merk Gold Trust OUNZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
$17.5K Sell
781
-57,000
-99% -$1.28M 0.01% 380
2024
Q1
$1.24M Sell
57,781
-4,211
-7% -$90.5K 0.25% 83
2023
Q4
$1.24M Buy
61,992
+14,602
+31% +$291K 0.28% 73
2023
Q3
$848K Buy
47,390
+5,923
+14% +$106K 0.24% 90
2023
Q2
$771K Sell
41,467
-1,031
-2% -$19.2K 0.19% 100
2023
Q1
$812K Buy
42,498
+1,741
+4% +$33.3K 0.19% 110
2022
Q4
$721K Buy
40,757
+16,898
+71% +$299K 0.17% 129
2022
Q3
$385K Buy
23,859
+13,806
+137% +$223K 0.08% 222
2022
Q2
$170K Buy
+10,053
New +$170K 0.03% 372