Pacific Capital Wealth Advisors’s abrdn Physical Precious Metals Basket Shares ETF GLTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-439
| Closed | -$48.2K | – | 200 |
|
|
2024
Q4 | $48.2K | Hold |
439
| – | – | 0.01% | 153 |
|
|
2024
Q3 | $49.7K | Hold |
439
| – | – | 0.01% | 156 |
|
|
2024
Q2 | $45.2K | Sell |
439
-29,212
| -99% | -$3.01M | 0.01% | 160 |
|
|
2024
Q1 | $2.83M | Sell |
29,651
-18,822
| -39% | -$1.8M | 0.67% | 22 |
|
|
2023
Q4 | $4.41M | Sell |
48,473
-5,955
| -11% | -$542K | 1.12% | 17 |
|
|
2023
Q3 | $4.58M | Buy |
54,428
+811
| +2% | +$68.3K | 1.28% | 16 |
|
|
2023
Q2 | $4.65M | Buy |
53,617
+18,441
| +52% | +$1.6M | 1.18% | 19 |
|
|
2023
Q1 | $3.21M | Buy |
35,176
+22,610
| +180% | +$2.06M | 0.83% | 27 |
|
|
2022
Q4 | $1.12M | Buy |
+12,566
| New | +$1.12M | 0.29% | 45 |
|