Shepherd Kaplan Krochuk’s ASA Gold and Precious Metals ASA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
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|
2022
Q2 | $529K | Sell |
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|
2022
Q1 | $821K | Sell |
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|
2021
Q4 | $785K | Buy |
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|
2021
Q3 | $558K | Buy |
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|
2021
Q2 | $542K | Buy |
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|
2021
Q1 | $271K | Sell |
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|
2020
Q4 | $358K | Hold |
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|
2020
Q3 | $349K | Sell |
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|
2020
Q2 | $530K | Buy |
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|
2020
Q1 | $250K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $306K | Hold |
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|
2018
Q4 | $283K | Sell |
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|
2018
Q3 | $307K | Hold |
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|
2018
Q2 | $353K | Buy |
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|
2018
Q1 | $332K | Buy |
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