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 |
|