SFMG Wealth Advisors’s abrdn Physical Gold Shares ETF SGOL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $315K | Hold |
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2025
Q1 | $298K | Hold |
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2024
Q4 | $251K | Hold |
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2024
Q3 | $251K | Hold |
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2024
Q2 | $222K | Hold |
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2024
Q1 | $212K | Hold |
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2023
Q4 | $197K | Hold |
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2023
Q3 | $177K | Sell |
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2023
Q2 | $184K | Hold |
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2023
Q1 | $189K | Hold |
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2022
Q4 | $175K | Hold |
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2022
Q3 | $161K | Hold |
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2022
Q2 | $174K | Hold |
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2022
Q1 | $186K | Hold |
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2021
Q4 | $176K | Sell |
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2021
Q3 | $3.09M | Sell |
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2021
Q2 | $3.15M | Sell |
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2021
Q1 | $3.09M | Sell |
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2020
Q4 | $7.55M | Sell |
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2020
Q3 | $7.6M | Sell |
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2020
Q2 | $7.18M | Buy |
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