JFS Wealth Advisors’s AngloGold Ashanti AU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.9K | Hold |
348
| – | – | ﹤0.01% | 714 |
|
|
2025
Q1 | $12.9K | Hold |
348
| – | – | ﹤0.01% | 796 |
|
|
2024
Q4 | $8.03K | Buy |
348
+20
| +6% | +$462 | ﹤0.01% | 929 |
|
|
2024
Q3 | $8.74K | Hold |
328
| – | – | ﹤0.01% | 904 |
|
|
2024
Q2 | $8.24K | Hold |
328
| – | – | ﹤0.01% | 856 |
|
|
2024
Q1 | $7.28K | Sell |
328
-17
| -5% | -$377 | ﹤0.01% | 931 |
|
|
2023
Q4 | $6.45K | Sell |
345
-2
| -0.6% | -$37 | ﹤0.01% | 954 |
|
|
2023
Q3 | $5.48K | Buy |
347
+1
| +0.3% | +$16 | ﹤0.01% | 958 |
|
|
2023
Q2 | $7.3K | Sell |
346
-1
| -0.3% | -$21 | ﹤0.01% | 847 |
|
|
2023
Q1 | $8.39K | Sell |
347
-16
| -4% | -$387 | ﹤0.01% | 780 |
|
|
2022
Q4 | $7.05K | Sell |
363
-357
| -50% | -$6.93K | ﹤0.01% | 854 |
|
|
2022
Q3 | $10K | Buy |
+720
| New | +$10K | ﹤0.01% | 716 |
|
|
2022
Q2 | – | Sell |
-903
| Closed | -$21K | – | 1729 |
|
|
2022
Q1 | $21K | Buy |
903
+739
| +451% | +$17.2K | ﹤0.01% | 588 |
|
|
2021
Q4 | $3K | Buy |
+164
| New | +$3K | ﹤0.01% | 908 |
|