Summit Wealth Partners’s Sprott Uranium Miners ETF URNM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,748
| Closed | -$218K | – | 236 |
|
|
2024
Q3 | $218K | Hold |
4,748
| – | – | 0.04% | 221 |
|
|
2024
Q2 | $234K | Hold |
4,748
| – | – | 0.05% | 205 |
|
|
2024
Q1 | $234K | Hold |
4,748
| – | – | 0.05% | 205 |
|
|
2023
Q4 | $229K | Sell |
4,748
-270
| -5% | -$13K | 0.05% | 194 |
|
|
2023
Q3 | $237K | Buy |
+5,018
| New | +$237K | 0.06% | 165 |
|