Integrated Wealth Concepts’s Sandstorm Gold SAND Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-521,873
Closed -$3.13M 1778
2024
Q3
$3.13M Buy
521,873
+67,759
+15% +$407K 0.04% 411
2024
Q2
$2.47M Sell
454,114
-43,117
-9% -$235K 0.03% 447
2024
Q1
$2.61M Buy
497,231
+195,175
+65% +$1.02M 0.04% 428
2023
Q4
$1.52M Buy
302,056
+56,171
+23% +$283K 0.02% 574
2023
Q3
$1.15M Buy
245,885
+142,095
+137% +$662K 0.02% 635
2023
Q2
$531K Buy
+103,790
New +$531K 0.01% 964