TCI Wealth Advisors’s Royal Gold RGLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-9
| Closed | -$1.17K | – | 1782 |
|
|
2023
Q1 | $1.17K | Hold |
9
| – | – | ﹤0.01% | 2085 |
|
|
2022
Q4 | $1.01K | Sell |
9
-70
| -89% | -$7.21K | ﹤0.01% | 2113 |
|
|
2022
Q3 | $7K | Buy |
79
+1
| +1% | +$99 | ﹤0.01% | 1283 |
|
|
2022
Q2 | $8K | Hold |
78
| – | – | ﹤0.01% | 1177 |
|
|
2022
Q1 | $11K | Hold |
78
| – | – | ﹤0.01% | 1057 |
|
|
2021
Q4 | $8K | Sell |
78
-22
| -22% | -$2.22K | ﹤0.01% | 1356 |
|
|
2021
Q3 | $10K | Buy |
100
+61
| +156% | +$6.83K | ﹤0.01% | 1118 |
|
|
2021
Q2 | $4K | Hold |
39
| – | – | ﹤0.01% | 1619 |
|
|
2021
Q1 | $4K | Buy |
39
+34
| +680% | +$3.63K | ﹤0.01% | 1411 |
|
|
2020
Q4 | $1K | Sell |
5
-2
| -29% | -$231 | ﹤0.01% | 1442 |
|
|
2020
Q3 | $1K | Hold |
7
| – | – | ﹤0.01% | 1410 |
|
|
2020
Q2 | $1K | Sell |
7
-6
| -46% | -$725 | ﹤0.01% | 1330 |
|
|
2020
Q1 | $1K | Buy |
13
+1
| +8% | +$103 | ﹤0.01% | 1320 |
|
|
2019
Q4 | $1K | Hold |
12
| – | – | ﹤0.01% | 1420 |
|
|
2019
Q3 | $1K | Buy |
12
+5
| +71% | +$609 | ﹤0.01% | 1369 |
|
|
2019
Q2 | $1K | Hold |
7
| – | – | ﹤0.01% | 1283 |
|
|
2019
Q1 | $1K | Hold |
7
| – | – | ﹤0.01% | 1289 |
|
|
2018
Q4 | $1K | Sell |
7
-7
| -50% | -$539 | ﹤0.01% | 1291 |
|
|
2018
Q3 | $1K | Sell |
14
-3
| -18% | -$247 | ﹤0.01% | 1305 |
|
|
2018
Q2 | $2K | Buy |
+17
| New | +$1.52K | ﹤0.01% | 1121 |
|
|
2018
Q1 | – | Sell |
-166
| Closed | -$14K | – | 1420 |
|
|
2017
Q4 | $14K | Hold |
166
| – | – | 0.01% | 569 |
|
|
2017
Q3 | $14K | Buy |
+166
| New | +$14.4K | 0.01% | 533 |
|
|
2017
Q1 | – | Sell |
-81
| Closed | -$5K | – | 1368 |
|
|
2016
Q4 | $5K | Sell |
81
-243
| -75% | -$16.5K | ﹤0.01% | 782 |
|
|
2016
Q3 | $25K | Buy |
324
+1
| +0.3% | +$80 | 0.01% | 404 |
|
|
2016
Q2 | $23K | Buy |
323
+2
| +0.6% | +$119 | 0.01% | 420 |
|
|
2016
Q1 | $16K | Buy |
321
+2
| +0.6% | +$82 | 0.01% | 487 |
|
|
2015
Q4 | $12K | Buy |
319
+2
| +0.6% | +$84 | 0.01% | 543 |
|
|
2015
Q3 | $15K | Sell |
317
-28
| -8% | -$1.44K | 0.01% | 445 |
|
|
2015
Q2 | $21K | Sell |
345
-6
| -2% | -$385 | 0.01% | 396 |
|
|
2015
Q1 | $22K | Buy |
351
+1
| +0.3% | +$69 | 0.01% | 343 |
|
|
2014
Q4 | $22K | Buy |
350
+20
| +6% | +$1.31K | 0.01% | 343 |
|
|
2014
Q3 | $21K | Buy |
330
+1
| +0.3% | +$75 | 0.01% | 331 |
|
|
2014
Q2 | $25K | Buy |
329
+6
| +2% | +$397 | 0.02% | 324 |
|
|
2014
Q1 | $20K | Buy |
323
+1
| +0.3% | +$61 | 0.01% | 330 |
|
|
2013
Q4 | $15K | Buy |
322
+1
| +0.3% | +$47 | 0.01% | 369 |
|
|
2013
Q3 | $16K | Buy |
321
+2
| +0.6% | +$104 | 0.01% | 314 |
|
|
2013
Q2 | $13K | Buy |
+319
| New | +$17.3K | 0.01% | 341 |
|
Other funds holding RGLD
FPP
