SWM
Stapp Wealth Management’s abrdn Physical Gold Shares ETF SGOL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.36M | Sell |
43,128
-177,215
| -80% | -$5.59M | 1.96% | 16 |
|
|
2025
Q1 | $6.57M | Sell |
220,343
-10,021
| -4% | -$299K | 10.12% | 3 |
|
|
2024
Q4 | $5.77M | Sell |
230,364
-48
| -0% | -$1.2K | 9% | 3 |
|
|
2024
Q3 | $5.79M | Sell |
230,412
-2,696
| -1% | -$67.8K | 9.35% | 3 |
|
|
2024
Q2 | $5.18M | Buy |
233,108
+2,489
| +1% | +$55.3K | 8.98% | 3 |
|
|
2024
Q1 | $4.9M | Buy |
230,619
+1,585
| +0.7% | +$33.7K | 8.55% | 4 |
|
|
2023
Q4 | $4.52M | Sell |
229,034
-1,555
| -0.7% | -$30.7K | 7.59% | 4 |
|
|
2023
Q3 | $4.08M | Sell |
230,589
-1,963
| -0.8% | -$34.7K | 7.85% | 4 |
|
|
2023
Q2 | $4.27M | Buy |
232,552
+5,942
| +3% | +$109K | 8.46% | 4 |
|
|
2023
Q1 | $4.28M | Buy |
226,610
+75,413
| +50% | +$1.42M | 5.87% | 5 |
|
|
2022
Q4 | $2.64M | Sell |
151,197
-3,451
| -2% | -$60.3K | 6.33% | 5 |
|
|
2022
Q3 | $2.46M | Buy |
+154,648
| New | +$2.46M | 7.18% | 6 |
|