Kestra Private Wealth Services’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 | $739K | Sell |
23,418
-4,748
| -17% | -$150K | 0.01% | 860 |
|
|
2025
Q1 | $840K | Sell |
28,166
-34,945
| -55% | -$1.04M | 0.01% | 744 |
|
|
2024
Q4 | $1.58M | Sell |
63,111
-703
| -1% | -$17.6K | 0.03% | 502 |
|
|
2024
Q3 | $1.6M | Buy |
63,814
+17,324
| +37% | +$435K | 0.03% | 479 |
|
|
2024
Q2 | $1.03M | Buy |
46,490
+23,094
| +99% | +$513K | 0.02% | 563 |
|
|
2024
Q1 | $497K | Sell |
23,396
-3,122
| -12% | -$66.3K | 0.01% | 800 |
|
|
2023
Q4 | $523K | Buy |
+26,518
| New | +$523K | 0.01% | 714 |
|