Sullivan, Bruyette, Speros & Blaney’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $1.25M | Buy |
74,848
+7,341
| +11% | +$122K | 0.05% | 100 |
|
|
2020
Q4 | $1.25M | Buy |
67,507
+6,394
| +10% | +$118K | 0.06% | 96 |
|
|
2020
Q3 | $1.12M | Buy |
61,113
+36,875
| +152% | +$678K | 0.06% | 91 |
|
|
2020
Q2 | $421K | Buy |
24,238
+3,251
| +15% | +$56.5K | 0.03% | 156 |
|
|
2020
Q1 | $323K | Buy |
20,987
+7,508
| +56% | +$116K | 0.02% | 158 |
|
|
2019
Q4 | $200K | Buy |
+13,479
| New | +$200K | 0.01% | 248 |
|