Perigon Wealth Management’s Global X Uranium ETF URA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $423K | Sell |
10,905
-2,669
| -20% | -$104K | 0.01% | 726 |
|
2025
Q1 | $311K | Buy |
+13,574
| New | +$311K | 0.01% | 800 |
|
2024
Q4 | – | Sell |
-10,591
| Closed | -$303K | – | 1092 |
|
2024
Q3 | $303K | Buy |
+10,591
| New | +$303K | 0.01% | 787 |
|
2024
Q1 | – | Sell |
-33,767
| Closed | -$935K | – | 889 |
|
2023
Q4 | $935K | Buy |
33,767
+3,936
| +13% | +$109K | 0.03% | 354 |
|
2023
Q3 | $807K | Buy |
+29,831
| New | +$807K | 0.03% | 345 |
|