TrinityPoint Wealth’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 | $409K | Buy |
15,812
+131
| +0.8% | +$3.39K | 0.06% | 241 |
|
|
2024
Q3 | $407K | Sell |
15,681
-277
| -2% | -$7.19K | 0.06% | 238 |
|
|
2024
Q2 | $366K | Buy |
15,958
+250
| +2% | +$5.74K | 0.06% | 236 |
|
|
2024
Q1 | $345K | Sell |
15,708
-397
| -2% | -$8.72K | 0.06% | 233 |
|
|
2023
Q4 | $328K | Sell |
16,105
-104
| -0.6% | -$2.12K | 0.06% | 231 |
|
|
2023
Q3 | $296K | Buy |
16,209
+237
| +1% | +$4.33K | 0.06% | 230 |
|
|
2023
Q2 | $304K | Buy |
15,972
+1,237
| +8% | +$23.5K | 0.06% | 223 |
|
|
2023
Q1 | $287K | Buy |
14,735
+977
| +7% | +$19.1K | 0.06% | 219 |
|
|
2022
Q4 | $248K | Sell |
13,758
-717
| -5% | -$12.9K | 0.06% | 234 |
|
|
2022
Q3 | $238K | Sell |
14,475
-113
| -0.8% | -$1.86K | 0.05% | 237 |
|
|
2022
Q2 | $261K | Buy |
14,588
+72
| +0.5% | +$1.29K | 0.06% | 227 |
|
|
2022
Q1 | $279K | Buy |
14,516
+1,794
| +14% | +$34.5K | 0.05% | 258 |
|
|
2021
Q4 | $231K | Sell |
12,722
-3,707
| -23% | -$67.3K | 0.04% | 282 |
|
|
2021
Q3 | $287K | Buy |
16,429
+2,218
| +16% | +$38.7K | 0.05% | 249 |
|
|
2021
Q2 | $250K | Buy |
14,211
+658
| +5% | +$11.6K | 0.05% | 236 |
|
|
2021
Q1 | $230K | Buy |
13,553
+1,349
| +11% | +$22.9K | 0.05% | 224 |
|
|
2020
Q4 | $225K | Buy |
+12,204
| New | +$225K | 0.05% | 212 |
|