J.P. Morgan Private Wealth Advisors’s Royal Gold RGLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $448K | Buy |
4,209
+76
| +2% | +$8.08K | ﹤0.01% | 1292 |
|
|
2023
Q2 | $474K | Sell |
4,133
-63
| -2% | -$7.23K | ﹤0.01% | 1055 |
|
|
2023
Q1 | $544K | Buy |
4,196
+581
| +16% | +$75.4K | ﹤0.01% | 1440 |
|
|
2022
Q4 | $407K | Buy |
3,615
+547
| +18% | +$61.7K | ﹤0.01% | 1550 |
|
|
2022
Q3 | $288K | Buy |
3,068
+331
| +12% | +$31.1K | ﹤0.01% | 1667 |
|
|
2022
Q2 | $292K | Buy |
2,737
+35
| +1% | +$3.73K | ﹤0.01% | 1664 |
|
|
2022
Q1 | $382K | Buy |
2,702
+367
| +16% | +$51.9K | ﹤0.01% | 1649 |
|
|
2021
Q4 | $246K | Sell |
2,335
-56
| -2% | -$5.9K | ﹤0.01% | 1833 |
|
|
2021
Q3 | $228K | Buy |
+2,391
| New | +$228K | ﹤0.01% | 1804 |
|
|
2021
Q1 | – | Sell |
-1,899
| Closed | -$202K | – | 1791 |
|
|
2020
Q4 | $202K | Sell |
1,899
-89
| -4% | -$9.47K | ﹤0.01% | 1648 |
|
|
2020
Q3 | $239K | Buy |
1,988
+47
| +2% | +$5.65K | ﹤0.01% | 1457 |
|
|
2020
Q2 | $241K | Buy |
+1,941
| New | +$241K | ﹤0.01% | 1393 |
|
|
2020
Q1 | – | Sell |
-1,987
| Closed | -$243K | – | 1519 |
|
|
2019
Q4 | $243K | Sell |
1,987
-734
| -27% | -$89.8K | ﹤0.01% | 1323 |
|
|
2019
Q3 | $335K | Sell |
2,721
-394
| -13% | -$48.5K | ﹤0.01% | 1149 |
|
|
2019
Q2 | $319K | Sell |
3,115
-196
| -6% | -$20.1K | ﹤0.01% | 1127 |
|
|
2019
Q1 | $301K | Sell |
3,311
-241
| -7% | -$21.9K | ﹤0.01% | 1203 |
|
|
2018
Q4 | $304K | Sell |
3,552
-6,072
| -63% | -$520K | ﹤0.01% | 1167 |
|
|
2018
Q3 | $741K | Buy |
9,624
+1,378
| +17% | +$106K | ﹤0.01% | 930 |
|
|
2018
Q2 | $766K | Sell |
8,246
-1,048
| -11% | -$97.4K | ﹤0.01% | 861 |
|
|
2018
Q1 | $798K | Buy |
9,294
+1,269
| +16% | +$109K | 0.01% | 708 |
|
|
2017
Q4 | $659K | Sell |
8,025
-861
| -10% | -$70.7K | ﹤0.01% | 777 |
|
|
2017
Q3 | $764K | Buy |
8,886
+350
| +4% | +$30.1K | 0.01% | 707 |
|
|
2017
Q2 | $667K | Buy |
8,536
+26
| +0.3% | +$2.03K | 0.01% | 737 |
|
|
2017
Q1 | $596K | Buy |
8,510
+2,000
| +31% | +$140K | ﹤0.01% | 786 |
|
|
2016
Q4 | $412K | Sell |
6,510
-1,959
| -23% | -$124K | ﹤0.01% | 874 |
|
|
2016
Q3 | $656K | Sell |
8,469
-2,527
| -23% | -$196K | 0.01% | 699 |
|
|
2016
Q2 | $792K | Buy |
10,996
+1,227
| +13% | +$88.4K | 0.01% | 653 |
|
|
2016
Q1 | $501K | Buy |
+9,769
| New | +$501K | ﹤0.01% | 757 |
|