Mountain Capital Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-691,130
| Closed | -$9.81M | – | 56 |
|
|
2019
Q3 | $9.81M | Buy |
+691,130
| New | +$9.81M | 8.67% | 4 |
|
|
2018
Q3 | – | Sell |
-330,000
| Closed | -$3.99M | – | 52 |
|
|
2018
Q2 | $3.99M | Buy |
330,000
+13,360
| +4% | +$162K | 3.9% | 9 |
|
|
2018
Q1 | $4.06M | Buy |
316,640
+10,100
| +3% | +$130K | 4.41% | 9 |
|
|
2017
Q4 | $3.87M | Buy |
306,540
+11,040
| +4% | +$139K | 3.73% | 10 |
|
|
2017
Q3 | $3.66M | Buy |
295,500
+263,030
| +810% | +$3.26M | 3.25% | 10 |
|
|
2017
Q2 | $391K | Buy |
+32,470
| New | +$391K | 0.38% | 14 |
|