Intercontinental Wealth Advisors’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 | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-5,000
| Closed | -$75K | – | 282 |
|
2019
Q4 | $75K | Hold |
5,000
| – | – | 0.06% | 162 |
|
2019
Q3 | $71K | Sell |
5,000
-5,000
| -50% | -$71K | 0.04% | 192 |
|
2019
Q2 | $136K | Hold |
10,000
| – | – | 0.07% | 147 |
|
2019
Q1 | $125K | Hold |
10,000
| – | – | 0.06% | 156 |
|
2018
Q4 | $124K | Buy |
+10,000
| New | +$124K | 0.07% | 152 |
|