Optimum Investment Advisors’s Sprott Gold Miners ETF SGDM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $439K | Sell |
9,700
-200
| -2% | -$9.05K | 0.19% | 103 |
|
|
2025
Q1 | $376K | Buy |
9,900
+1,000
| +11% | +$37.9K | 0.18% | 117 |
|
|
2024
Q4 | $247K | Buy |
8,900
+1,800
| +25% | +$50K | 0.11% | 154 |
|
|
2024
Q3 | $220K | Hold |
7,100
| – | – | 0.1% | 178 |
|
|
2024
Q2 | $189K | Buy |
7,100
+800
| +13% | +$21.3K | 0.09% | 188 |
|
|
2024
Q1 | $160K | Sell |
6,300
-2,400
| -28% | -$60.8K | 0.07% | 212 |
|
|
2023
Q4 | $217K | Buy |
8,700
+650
| +8% | +$16.2K | 0.11% | 173 |
|
|
2023
Q3 | $184K | Hold |
8,050
| – | – | 0.09% | 190 |
|
|
2023
Q2 | $208K | Buy |
8,050
+2,050
| +34% | +$53K | 0.1% | 181 |
|
|
2023
Q1 | $169K | Buy |
6,000
+500
| +9% | +$14.1K | 0.09% | 202 |
|
|
2022
Q4 | $136K | Buy |
5,500
+1,000
| +22% | +$24.8K | 0.07% | 223 |
|
|
2022
Q3 | $96K | Hold |
4,500
| – | – | 0.05% | 277 |
|
|
2022
Q2 | $109K | Sell |
4,500
-700
| -13% | -$17K | 0.05% | 274 |
|
|
2022
Q1 | $172K | Buy |
+5,200
| New | +$172K | 0.07% | 234 |
|