J.W. Cole Advisors’s Royal Gold RGLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $228K | Buy |
+1,283
| New | +$228K | ﹤0.01% | 1295 |
|
|
2024
Q4 | – | Sell |
-1,911
| Closed | -$268K | – | 988 |
|
|
2024
Q3 | $268K | Sell |
1,911
-25
| -1% | -$3.51K | 0.01% | 814 |
|
|
2024
Q2 | $242K | Sell |
1,936
-304
| -14% | -$38.1K | 0.01% | 780 |
|
|
2024
Q1 | $273K | Buy |
2,240
+426
| +23% | +$51.9K | 0.01% | 722 |
|
|
2023
Q4 | $219K | Buy |
+1,814
| New | +$219K | 0.01% | 736 |
|
|
2023
Q3 | – | Sell |
-1,863
| Closed | -$214K | – | 783 |
|
|
2023
Q2 | $214K | Buy |
1,863
+4
| +0.2% | +$459 | 0.02% | 683 |
|
|
2023
Q1 | $241K | Buy |
+1,859
| New | +$241K | 0.02% | 672 |
|
|
2022
Q2 | – | Sell |
-1,542
| Closed | -$218K | – | 793 |
|
|
2022
Q1 | $218K | Buy |
+1,542
| New | +$218K | 0.01% | 724 |
|
|
2021
Q3 | – | Sell |
-2,397
| Closed | -$273K | – | 693 |
|
|
2021
Q2 | $273K | Buy |
+2,397
| New | +$273K | 0.02% | 609 |
|