United Capital Financial Advisors’s Sprott Gold Miners ETF SGDM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-43,914
| Closed | -$1.24M | – | 961 |
|
|
2023
Q1 | $1.24M | Hold |
43,914
| – | – | 0.01% | 528 |
|
|
2022
Q4 | $1.09M | Sell |
43,914
-2,133
| -5% | -$52.8K | 0.01% | 590 |
|
|
2022
Q3 | $982K | Hold |
46,047
| – | – | 0.01% | 618 |
|
|
2022
Q2 | $1.12M | Buy |
46,047
+186
| +0.4% | +$4.52K | 0.01% | 618 |
|
|
2022
Q1 | $1.51M | Hold |
45,861
| – | – | 0.01% | 577 |
|
|
2021
Q4 | $1.26M | Buy |
45,861
+281
| +0.6% | +$7.69K | 0.01% | 630 |
|
|
2021
Q3 | $1.13M | Buy |
45,580
+7,800
| +21% | +$194K | 0.01% | 642 |
|
|
2021
Q2 | $1.07M | Hold |
37,780
| – | – | 0.01% | 677 |
|
|
2021
Q1 | $1.01M | Buy |
37,780
+101
| +0.3% | +$2.71K | 0.01% | 665 |
|
|
2020
Q4 | $1.15M | Buy |
37,679
+38
| +0.1% | +$1.16K | 0.01% | 638 |
|
|
2020
Q3 | $1.26M | Buy |
37,641
+3,100
| +9% | +$104K | 0.01% | 593 |
|
|
2020
Q2 | $1.09M | Hold |
34,541
| – | – | 0.01% | 635 |
|
|
2020
Q1 | $686K | Hold |
34,541
| – | – | 0.01% | 714 |
|
|
2019
Q4 | $869K | Sell |
34,541
-176
| -0.5% | -$4.43K | 0.01% | 816 |
|
|
2019
Q3 | $795K | Hold |
34,717
| – | – | 0.01% | 806 |
|
|
2019
Q2 | $764K | Buy |
+34,717
| New | +$764K | 0.01% | 890 |
|