JWA
PSAU
JFS Wealth Advisors’s Invesco Global Gold and Precious Metals ETF PSAU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-18,366
| Closed | -$333K | – | 565 |
|
|
2014
Q3 | $333K | Hold |
18,366
| – | – | 0.06% | 54 |
|
|
2014
Q2 | $414K | Hold |
18,366
| – | – | 0.08% | 50 |
|
|
2014
Q1 | $375K | Hold |
18,366
| – | – | 0.21% | 66 |
|
|
2013
Q4 | $340K | Buy |
+18,366
| New | +$340K | 0.15% | 88 |
|