IHT Wealth Management’s ASA Gold and Precious Metals ASA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-12,934
| Closed | -$115K | – | 477 |
|
|
2018
Q3 | $115K | Sell |
12,934
-622
| -5% | -$5.53K | 0.02% | 412 |
|
|
2018
Q2 | $138K | Sell |
13,556
-215
| -2% | -$2.19K | 0.04% | 394 |
|
|
2018
Q1 | $144K | Sell |
13,771
-1,933
| -12% | -$20.2K | 0.04% | 407 |
|
|
2017
Q4 | $180K | Sell |
15,704
-736
| -4% | -$8.44K | 0.05% | 368 |
|
|
2017
Q3 | $199K | Sell |
16,440
-499
| -3% | -$6.04K | 0.08% | 247 |
|
|
2017
Q2 | $38 | Sell |
16,939
-178
| -1% | – | 0.02% | 581 |
|
|
2017
Q1 | $212K | Hold |
17,117
| – | – | 0.14% | 169 |
|
|
2016
Q4 | $195K | Buy |
+17,117
| New | +$195K | 0.15% | 159 |
|