Spire Wealth Management’s VanEck Merk Gold Trust OUNZ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-3,120
| Closed | -$59K | – | 2790 |
|
2022
Q1 | $59K | Sell |
3,120
-14,159
| -82% | -$268K | ﹤0.01% | 1387 |
|
2021
Q4 | $307K | Buy |
17,279
+2,369
| +16% | +$42.1K | 0.01% | 891 |
|
2021
Q3 | $255K | Hold |
14,910
| – | – | 0.01% | 825 |
|
2021
Q2 | $257K | Sell |
14,910
-2,023
| -12% | -$34.9K | 0.01% | 845 |
|
2021
Q1 | $282K | Buy |
+16,933
| New | +$282K | 0.01% | 903 |
|