Lehman & Derafelo Financial Resources’s VanEck Merk Gold Trust OUNZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $315K | Hold |
17,800
| – | – | 0.09% | 84 |
|
|
2022
Q3 | $287K | Hold |
17,800
| – | – | 0.09% | 76 |
|
|
2022
Q2 | $312K | Hold |
17,800
| – | – | 0.1% | 77 |
|
|
2022
Q1 | $335K | Hold |
17,800
| – | – | 0.09% | 81 |
|
|
2021
Q4 | $316K | Buy |
17,800
+2,800
| +19% | +$49.7K | 0.1% | 79 |
|
|
2021
Q3 | $256K | Buy |
15,000
+3,000
| +25% | +$51.2K | 0.08% | 84 |
|
|
2021
Q2 | $207K | Hold |
12,000
| – | – | 0.06% | 118 |
|
|
2021
Q1 | $200K | Buy |
+12,000
| New | +$200K | 0.06% | 120 |
|