RSWM
Robertson Stephens Wealth Management’s abrdn Physical Gold Shares ETF SGOL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-15,830
| Closed | -$291K | – | 470 |
|
|
2023
Q2 | $291K | Hold |
15,830
| – | – | 0.02% | 361 |
|
|
2023
Q1 | $299K | Hold |
15,830
| – | – | 0.02% | 369 |
|
|
2022
Q4 | $277K | Hold |
15,830
| – | – | 0.03% | 344 |
|
|
2022
Q3 | $252K | Hold |
15,830
| – | – | 0.03% | 309 |
|
|
2022
Q2 | $274K | Hold |
15,830
| – | – | 0.03% | 303 |
|
|
2022
Q1 | $294K | Hold |
15,830
| – | – | 0.02% | 314 |
|
|
2021
Q4 | $277K | Hold |
15,830
| – | – | 0.02% | 328 |
|
|
2021
Q3 | $266K | Hold |
15,830
| – | – | 0.03% | 266 |
|
|
2021
Q2 | $268K | Hold |
15,830
| – | – | 0.03% | 279 |
|
|
2021
Q1 | $259K | Hold |
15,830
| – | – | 0.04% | 252 |
|
|
2020
Q4 | $289K | Hold |
15,830
| – | – | 0.06% | 198 |
|
|
2020
Q3 | $287K | Hold |
15,830
| – | – | 0.07% | 178 |
|
|
2020
Q2 | $271K | Buy |
+15,830
| New | +$271K | 0.08% | 152 |
|