Sequoia Financial Advisors’s ASA Gold and Precious Metals ASA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-10,000
| Closed | -$89K | – | 301 |
|
|
2018
Q3 | $89K | Hold |
10,000
| – | – | 0.01% | 311 |
|
|
2018
Q2 | $102K | Hold |
10,000
| – | – | 0.01% | 296 |
|
|
2018
Q1 | $104K | Hold |
10,000
| – | – | 0.01% | 297 |
|
|
2017
Q4 | $113K | Hold |
10,000
| – | – | 0.01% | 295 |
|
|
2017
Q3 | $119K | Hold |
10,000
| – | – | 0.01% | 278 |
|
|
2017
Q2 | $117K | Hold |
10,000
| – | – | 0.01% | 275 |
|
|
2017
Q1 | $121K | Buy |
+10,000
| New | +$121K | 0.02% | 272 |
|