JFS Wealth Advisors’s ASA Gold and Precious Metals ASA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $884 | Hold |
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|
2025
Q1 | $844 | Hold |
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|
2024
Q4 | $567 | Hold |
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|
2024
Q3 | $582 | Hold |
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|
2024
Q2 | $492 | Hold |
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|
2024
Q1 | $431 | Hold |
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|
2023
Q4 | $422 | Hold |
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|
2023
Q3 | $374 | Hold |
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|
2023
Q2 | $417 | Hold |
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|
2023
Q1 | $449 | Hold |
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|
2022
Q4 | $401 | Sell |
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|
2022
Q3 | $1K | Hold |
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|
2022
Q2 | $1K | Hold |
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|
2022
Q1 | $1K | Hold |
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|
2021
Q4 | $1K | Hold |
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|
2021
Q3 | $1K | Hold |
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|
2021
Q2 | $1K | Hold |
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|
2021
Q1 | $1K | Hold |
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|
2020
Q4 | $1K | Hold |
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|
2020
Q3 | $1K | Hold |
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|
2020
Q2 | $1K | Hold |
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|
2020
Q1 | $1K | Hold |
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|
2019
Q4 | $1K | Hold |
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|
2019
Q3 | $1K | Buy |
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