Sowell Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,007
| Closed | -$23K | – | 663 |
|
|
2021
Q1 | $23K | Sell |
1,007
-5
| -0.5% | -$114 | ﹤0.01% | 1990 |
|
|
2020
Q4 | $22K | Hold |
1,012
| – | – | ﹤0.01% | 1691 |
|
|
2020
Q3 | $22K | Sell |
1,012
-5
| -0.5% | -$109 | ﹤0.01% | 1513 |
|
|
2020
Q2 | $18K | Buy |
1,017
+1
| +0.1% | +$18 | ﹤0.01% | 1488 |
|
|
2020
Q1 | $10K | Buy |
+1,016
| New | +$10K | ﹤0.01% | 1601 |
|