Sugarloaf Wealth Management’s GraniteShares Gold Shares BAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $79.9K | Hold |
3,087
| – | – | 0.02% | 246 |
|
|
2024
Q3 | $80.2K | Hold |
3,087
| – | – | 0.02% | 255 |
|
|
2024
Q2 | $70.9K | Hold |
3,087
| – | – | 0.01% | 261 |
|
|
2024
Q1 | $67.8K | Hold |
3,087
| – | – | 0.01% | 264 |
|
|
2023
Q4 | $62.9K | Hold |
3,087
| – | – | 0.02% | 263 |
|
|
2023
Q3 | $56.4K | Hold |
3,087
| – | – | 0.01% | 274 |
|
|
2023
Q2 | $58.7K | Hold |
3,087
| – | – | 0.01% | 268 |
|
|
2023
Q1 | $60.2K | Sell |
3,087
-4,552
| -60% | -$88.8K | 0.01% | 264 |
|
|
2022
Q4 | $138K | Sell |
7,639
-8,623
| -53% | -$156K | 0.03% | 163 |
|
|
2022
Q3 | $268K | Buy |
16,262
+3,917
| +32% | +$64.6K | 0.07% | 103 |
|
|
2022
Q2 | $221K | Buy |
12,345
+3,587
| +41% | +$64.2K | 0.06% | 111 |
|
|
2022
Q1 | $208K | Buy |
8,758
+2,120
| +32% | +$50.3K | 0.05% | 119 |
|
|
2021
Q4 | $120K | Buy |
6,638
+564
| +9% | +$10.2K | 0.03% | 175 |
|
|
2021
Q3 | $106K | Buy |
6,074
+5,990
| +7,131% | +$105K | 0.03% | 182 |
|
|
2021
Q2 | $1K | Buy |
+84
| New | +$1K | ﹤0.01% | 692 |
|