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SWM
Spire Wealth Management’s
VanEck Merk Gold Trust
OUNZ
Stock Holding History
Spire Wealth Management’s Portfolio
OUNZ Stock Details
OUNZ Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2022
Q2
–
Sell
-3,120
Closed
-$59K
–
2791
2022
Q1
$59K
Sell
3,120
-14,159
-82%
-$259K
﹤0.01%
1387
2021
Q4
$307K
Buy
17,279
+2,369
+16%
+$41.4K
0.01%
891
2021
Q3
$255K
Hold
14,910
–
–
0.01%
825
2021
Q2
$257K
Sell
14,910
-2,023
-12%
-$35.7K
0.01%
845
2021
Q1
$282K
Buy
+16,933
New
+$296K
0.01%
903
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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