Private Wealth Partners’s Royal Gold RGLD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q4 | – | Sell |
-2,200
| Closed | -$264K | – | 118 |
|
2020
Q3 | $264K | Hold |
2,200
| – | – | 0.03% | 93 |
|
2020
Q2 | $274K | Buy |
+2,200
| New | +$274K | 0.04% | 92 |
|
2020
Q1 | – | Sell |
-2,200
| Closed | -$269K | – | 125 |
|
2019
Q4 | $269K | Hold |
2,200
| – | – | 0.04% | 110 |
|
2019
Q3 | $271K | Sell |
2,200
-3,000
| -58% | -$370K | 0.04% | 101 |
|
2019
Q2 | $533K | Hold |
5,200
| – | – | 0.08% | 86 |
|
2019
Q1 | $473K | Buy |
5,200
+1,700
| +49% | +$155K | 0.08% | 89 |
|
2018
Q4 | $300K | Hold |
3,500
| – | – | 0.06% | 84 |
|
2018
Q3 | $270K | Hold |
3,500
| – | – | 0.04% | 106 |
|
2018
Q2 | $325K | Hold |
3,500
| – | – | 0.05% | 102 |
|
2018
Q1 | $301K | Hold |
3,500
| – | – | 0.05% | 106 |
|
2017
Q4 | $287K | Buy |
+3,500
| New | +$287K | 0.05% | 113 |
|