SAM
Satovsky Asset Management’s Sprott Gold Miners ETF SGDM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $318K | Sell |
7,025
-233
| -3% | -$10.5K | 0.07% | 41 |
|
2025
Q1 | $275K | Hold |
7,258
| – | – | 0.06% | 43 |
|
2024
Q4 | $201K | Buy |
7,258
+70
| +1% | +$1.94K | 0.05% | 52 |
|
2024
Q3 | $223K | Buy |
+7,188
| New | +$223K | 0.05% | 50 |
|
2023
Q2 | – | Sell |
-8,031
| Closed | -$227K | – | 45 |
|
2023
Q1 | $227K | Buy |
+8,031
| New | +$227K | 0.08% | 36 |
|
2022
Q2 | – | Sell |
-7,977
| Closed | -$263K | – | 40 |
|
2022
Q1 | $263K | Hold |
7,977
| – | – | 0.18% | 28 |
|
2021
Q4 | $218K | Buy |
+7,977
| New | +$218K | 0.15% | 31 |
|
2021
Q3 | – | Sell |
-8,167
| Closed | -$231K | – | 30 |
|
2021
Q2 | $231K | Sell |
8,167
-229
| -3% | -$6.48K | 0.18% | 26 |
|
2021
Q1 | $225K | Sell |
8,396
-88
| -1% | -$2.36K | 0.2% | 24 |
|
2020
Q4 | $259K | Buy |
+8,484
| New | +$259K | 0.24% | 20 |
|