JFS Wealth Advisors’s abrdn Physical Gold Shares ETF SGOL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.6K | Hold |
114
| – | – | ﹤0.01% | 1202 |
|
|
2025
Q1 | $3.4K | Buy |
+114
| New | +$3.4K | ﹤0.01% | 1278 |
|
|
2020
Q4 | – | Sell |
-295
| Closed | -$5K | – | 618 |
|
|
2020
Q3 | $5K | Sell |
295
-160
| -35% | -$2.71K | ﹤0.01% | 449 |
|
|
2020
Q2 | $8K | Buy |
455
+341
| +299% | +$6K | ﹤0.01% | 399 |
|
|
2020
Q1 | $2K | Sell |
114
-91
| -44% | -$1.6K | ﹤0.01% | 448 |
|
|
2019
Q4 | $3K | Sell |
205
-255
| -55% | -$3.73K | ﹤0.01% | 439 |
|
|
2019
Q3 | $7K | Sell |
460
-220
| -32% | -$3.35K | ﹤0.01% | 389 |
|
|
2019
Q2 | $9K | Buy |
680
+320
| +89% | +$4.24K | ﹤0.01% | 377 |
|
|
2019
Q1 | $4K | Buy |
+360
| New | +$4K | ﹤0.01% | 406 |
|