LWAM
Legacy Wealth Asset Management’s abrdn Physical Gold Shares ETF SGOL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.8M | Buy |
57,175
+2,561
| +5% | +$80.8K | 0.46% | 55 |
|
|
2025
Q1 | $1.63M | Buy |
54,614
+667
| +1% | +$19.9K | 0.45% | 55 |
|
|
2024
Q4 | $1.35M | Buy |
53,947
+5,372
| +11% | +$135K | 0.37% | 66 |
|
|
2024
Q3 | $1.22M | Sell |
48,575
-2,633
| -5% | -$66.2K | 0.33% | 84 |
|
|
2024
Q2 | $1.14M | Sell |
51,208
-2,900
| -5% | -$64.4K | 0.32% | 83 |
|
|
2024
Q1 | $1.15M | Sell |
54,108
-18,557
| -26% | -$394K | 0.32% | 79 |
|
|
2023
Q4 | $1.43M | Sell |
72,665
-8,452
| -10% | -$167K | 0.47% | 61 |
|
|
2023
Q3 | $1.43M | Sell |
81,117
-982
| -1% | -$17.4K | 0.53% | 52 |
|
|
2023
Q2 | $1.51M | Sell |
82,099
-43
| -0.1% | -$790 | 0.53% | 48 |
|
|
2023
Q1 | $1.55M | Sell |
82,142
-35
| -0% | -$660 | 0.56% | 40 |
|
|
2022
Q4 | $1.44M | Buy |
82,177
+4,106
| +5% | +$71.7K | 0.55% | 42 |
|
|
2022
Q3 | $1.24M | Sell |
78,071
-1,012
| -1% | -$16.1K | 0.54% | 44 |
|
|
2022
Q2 | $1.37M | Buy |
79,083
+6,102
| +8% | +$106K | 0.56% | 37 |
|
|
2022
Q1 | $1.36M | Buy |
72,981
+2,685
| +4% | +$49.9K | 0.48% | 55 |
|
|
2021
Q4 | $1.23M | Buy |
70,296
+2,092
| +3% | +$36.7K | 0.42% | 57 |
|
|
2021
Q3 | $1.15M | Buy |
68,204
+312
| +0.5% | +$5.26K | 0.53% | 45 |
|
|
2021
Q2 | $1.15M | Sell |
67,892
-1,442
| -2% | -$24.5K | 0.51% | 43 |
|
|
2021
Q1 | $1.14M | Sell |
69,334
-1,273
| -2% | -$20.9K | 0.52% | 39 |
|
|
2020
Q4 | $1.29M | Buy |
+70,607
| New | +$1.29M | 0.65% | 24 |
|