PWA
Phoenix Wealth Advisors’s abrdn Physical Gold Shares ETF SGOL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-132
| Closed | -$2K | – | 316 |
|
|
2021
Q3 | $2K | Sell |
132
-28
| -18% | -$424 | ﹤0.01% | 364 |
|
|
2021
Q2 | $3K | Hold |
160
| – | – | ﹤0.01% | 348 |
|
|
2021
Q1 | $3K | Buy |
160
+55
| +52% | +$1.03K | ﹤0.01% | 340 |
|
|
2020
Q4 | $2K | Buy |
+105
| New | +$2K | ﹤0.01% | 332 |
|