Patriot Financial Group Insurance Agency’s ASA Gold and Precious Metals ASA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,100
| Closed | -$31K | – | 496 |
|
|
2022
Q2 | $31K | Hold |
2,100
| – | – | 0.01% | 879 |
|
|
2022
Q1 | $47K | Hold |
2,100
| – | – | 0.01% | 794 |
|
|
2021
Q4 | $44K | Hold |
2,100
| – | – | 0.01% | 922 |
|
|
2021
Q3 | $40K | Hold |
2,100
| – | – | 0.01% | 933 |
|
|
2021
Q2 | $45K | Hold |
2,100
| – | – | 0.01% | 866 |
|
|
2021
Q1 | $42K | Hold |
2,100
| – | – | 0.01% | 820 |
|
|
2020
Q4 | $46K | Buy |
2,100
+100
| +5% | +$2.19K | 0.01% | 707 |
|
|
2020
Q3 | $43K | Hold |
2,000
| – | – | 0.01% | 575 |
|
|
2020
Q2 | $35K | Hold |
2,000
| – | – | 0.01% | 589 |
|
|
2020
Q1 | $21K | Buy |
2,000
+636
| +47% | +$6.68K | 0.01% | 647 |
|
|
2019
Q4 | $19K | Hold |
1,364
| – | – | 0.01% | 689 |
|
|
2019
Q3 | $16K | Buy |
+1,364
| New | +$16K | 0.01% | 694 |
|