LWP
Lumature Wealth Partners’s abrdn Physical Gold Shares ETF SGOL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | $646K | Sell |
35,159
-3
| -0% | -$55 | 0.38% | 54 |
|
2023
Q1 | $664K | Buy |
35,162
+1,921
| +6% | +$36.2K | 0.37% | 50 |
|
2022
Q4 | $581K | Sell |
33,241
-2,372
| -7% | -$41.4K | 0.32% | 54 |
|
2022
Q3 | $567K | Sell |
35,613
-2,736
| -7% | -$43.6K | 0.3% | 61 |
|
2022
Q2 | $665K | Sell |
38,349
-375
| -1% | -$6.5K | 0.3% | 61 |
|
2022
Q1 | $719K | Sell |
38,724
-1,459
| -4% | -$27.1K | 0.29% | 75 |
|
2021
Q4 | $706K | Sell |
40,183
-40
| -0.1% | -$703 | 0.27% | 83 |
|
2021
Q3 | $678K | Buy |
40,223
+733
| +2% | +$12.4K | 0.28% | 81 |
|
2021
Q2 | $671K | Buy |
39,490
+11,567
| +41% | +$197K | 0.28% | 77 |
|
2021
Q1 | $458K | Buy |
27,923
+5,413
| +24% | +$88.8K | 0.24% | 90 |
|
2020
Q4 | $411K | Buy |
+22,510
| New | +$411K | 0.39% | 79 |
|