Steward Partners Investment Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $372K | Buy |
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|
2025
Q2 | $229K | Buy |
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|
2025
Q1 | $89.8K | Buy |
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|
2024
Q4 | $26.4K | Buy |
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|
2024
Q3 | $11.3K | Hold |
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|
2024
Q2 | $9.52K | Hold |
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|
2024
Q1 | $8.34K | Hold |
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|
2023
Q4 | $8.18K | Hold |
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|
2023
Q3 | $7.24K | Hold |
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|
2023
Q2 | $8.07K | Hold |
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|
2023
Q1 | $8.7K | Hold |
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|
2022
Q4 | $7.77K | Hold |
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|
2022
Q3 | $7K | Hold |
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|
2022
Q2 | $8K | Hold |
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|
2022
Q1 | $12K | Hold |
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|
2021
Q4 | $11K | Sell |
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|
2021
Q3 | $146K | Hold |
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|
2021
Q2 | $167K | Sell |
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|
2021
Q1 | $244K | Buy |
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|
2020
Q4 | $253K | Hold |
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|
2020
Q3 | $246K | Buy |
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|
2020
Q2 | $126K | Hold |
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|
2020
Q1 | $74K | Buy |
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