Kingsview Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-36,975
| Closed | -$541K | – | 525 |
|
|
2019
Q4 | $541K | Sell |
36,975
-1,525
| -4% | -$22.3K | 0.07% | 270 |
|
|
2019
Q3 | $547K | Sell |
38,500
-1,590
| -4% | -$22.6K | 0.09% | 240 |
|
|
2019
Q2 | $545K | Buy |
40,090
+250
| +0.6% | +$3.4K | 0.09% | 236 |
|
|
2019
Q1 | $496K | Sell |
39,840
-9,850
| -20% | -$123K | 0.08% | 269 |
|
|
2018
Q4 | $615K | Sell |
49,690
-2,950
| -6% | -$36.5K | 0.13% | 189 |
|
|
2018
Q3 | $606K | Sell |
52,640
-2,720
| -5% | -$31.3K | 0.12% | 208 |
|
|
2018
Q2 | $670K | Buy |
55,360
+7,950
| +17% | +$96.2K | 0.16% | 159 |
|
|
2018
Q1 | $608K | Buy |
47,410
+13,680
| +41% | +$175K | 0.15% | 178 |
|
|
2017
Q4 | $425K | Buy |
33,730
+11,360
| +51% | +$143K | 0.15% | 191 |
|
|
2017
Q3 | $277K | Buy |
+22,370
| New | +$277K | 0.12% | 226 |
|