Transform Wealth’s abrdn Physical Gold Shares ETF SGOL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.11M | Sell |
37,229
-4,449
| -11% | -$133K | 0.07% | 136 |
|
|
2024
Q4 | $1.04M | Buy |
41,678
+22,838
| +121% | +$572K | 0.06% | 141 |
|
|
2024
Q3 | $473K | Hold |
18,840
| – | – | 0.03% | 154 |
|
|
2024
Q2 | $419K | Buy |
18,840
+5,000
| +36% | +$111K | 0.03% | 155 |
|
|
2024
Q1 | $294K | Sell |
13,840
-5,000
| -27% | -$106K | 0.03% | 186 |
|
|
2023
Q4 | $372K | Hold |
18,840
| – | – | 0.04% | 191 |
|
|
2023
Q3 | $333K | Sell |
18,840
-18,840
| -50% | -$333K | 0.04% | 197 |
|
|
2023
Q2 | $692K | Hold |
37,680
| – | – | 0.06% | 157 |
|
|
2023
Q1 | $711K | Buy |
37,680
+18,840
| +100% | +$356K | 0.07% | 148 |
|
|
2022
Q4 | $329K | Buy |
+18,840
| New | +$329K | 0.04% | 181 |
|