MWPCG
ASA
Measured Wealth Private Client Group’s ASA Gold and Precious Metals ASA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-14,450
| Closed | -$253K | – | 138 |
|
|
2020
Q2 | $253K | Hold |
14,450
| – | – | 0.15% | 87 |
|
|
2020
Q1 | $149K | Hold |
14,450
| – | – | 0.12% | 93 |
|
|
2019
Q4 | $197K | Hold |
14,450
| – | – | 0.13% | 99 |
|
|
2019
Q3 | $174K | Hold |
14,450
| – | – | 0.11% | 122 |
|
|
2019
Q2 | $165K | Buy |
+14,450
| New | +$165K | 0.1% | 189 |
|