Poehling Capital Management’s GraniteShares Gold Shares BAR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-77,323
Closed -$1.41M 128
2023
Q3
$1.41M Buy
77,323
+480
+0.6% +$8.77K 0.49% 58
2023
Q2
$1.46M Sell
76,843
-1,285
-2% -$24.4K 0.49% 58
2023
Q1
$1.52M Sell
78,128
-3,256
-4% -$63.5K 0.51% 63
2022
Q4
$1.47M Sell
81,384
-2,627
-3% -$47.4K 0.55% 58
2022
Q3
$1.38M Sell
84,011
-55,087
-40% -$908K 0.58% 52
2022
Q2
$2.49M Sell
139,098
-1,413
-1% -$25.3K 0.94% 33
2022
Q1
$2.7M Sell
140,511
-23,019
-14% -$442K 0.83% 36
2021
Q4
$2.97M Sell
163,530
-46,898
-22% -$851K 0.96% 34
2021
Q3
$3.67M Buy
210,428
+26,813
+15% +$468K 1.24% 25
2021
Q2
$3.23M Buy
183,615
+9,768
+6% +$172K 1.03% 35
2021
Q1
$2.95M Buy
173,847
+20,945
+14% +$356K 1.03% 34
2020
Q4
$2.89M Buy
152,902
+11,935
+8% +$225K 1.15% 31
2020
Q3
$2.64M Buy
+140,967
New +$2.64M 1.36% 24