JNBA Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-128
| Closed | -$2.35K | – | 762 |
|
|
2023
Q2 | $2.35K | Sell |
128
-10
| -7% | -$184 | ﹤0.01% | 605 |
|
|
2023
Q1 | $2.61K | Hold |
138
| – | – | ﹤0.01% | 604 |
|
|
2022
Q4 | $2.41K | Hold |
138
| – | – | ﹤0.01% | 575 |
|
|
2022
Q3 | $2K | Hold |
138
| – | – | ﹤0.01% | 620 |
|
|
2022
Q2 | $2K | Hold |
138
| – | – | ﹤0.01% | 666 |
|
|
2022
Q1 | $3K | Hold |
138
| – | – | ﹤0.01% | 605 |
|
|
2021
Q4 | $2K | Hold |
138
| – | – | ﹤0.01% | 754 |
|
|
2021
Q3 | $2K | Hold |
138
| – | – | ﹤0.01% | 681 |
|
|
2021
Q2 | $2K | Hold |
138
| – | – | ﹤0.01% | 635 |
|
|
2021
Q1 | $2K | Hold |
138
| – | – | ﹤0.01% | 608 |
|
|
2020
Q4 | $3K | Hold |
138
| – | – | ﹤0.01% | 534 |
|
|
2020
Q3 | $3K | Hold |
138
| – | – | ﹤0.01% | 504 |
|
|
2020
Q2 | $2K | Hold |
138
| – | – | ﹤0.01% | 518 |
|
|
2020
Q1 | $2K | Sell |
138
-32
| -19% | -$464 | ﹤0.01% | 511 |
|
|
2019
Q4 | $2K | Hold |
170
| – | – | ﹤0.01% | 567 |
|
|
2019
Q3 | $2K | Buy |
+170
| New | +$2K | ﹤0.01% | 551 |
|