ULWM
Upper Left Wealth Management’s abrdn Physical Gold Shares ETF SGOL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $533K | Sell |
16,900
-3,209
| -16% | -$101K | 0.36% | 50 |
|
|
2025
Q1 | $600K | Sell |
20,109
-1,999
| -9% | -$59.6K | 0.43% | 44 |
|
|
2024
Q4 | $554K | Buy |
22,108
+2,625
| +13% | +$65.8K | 0.47% | 43 |
|
|
2024
Q3 | $466K | Buy |
19,483
+4,458
| +30% | +$107K | 0.41% | 46 |
|
|
2024
Q2 | $334K | Sell |
15,025
-1,105
| -7% | -$24.6K | 0.3% | 50 |
|
|
2024
Q1 | $343K | Sell |
16,130
-879
| -5% | -$18.7K | 0.32% | 46 |
|
|
2023
Q4 | $336K | Sell |
17,009
-1,179
| -6% | -$23.3K | 0.33% | 54 |
|
|
2023
Q3 | $322K | Buy |
18,188
+4,425
| +32% | +$78.3K | 0.33% | 50 |
|
|
2023
Q2 | $253K | Sell |
13,763
-40
| -0.3% | -$735 | 0.28% | 54 |
|
|
2023
Q1 | $260K | Buy |
13,803
+316
| +2% | +$5.96K | 0.3% | 52 |
|
|
2022
Q4 | $236K | Buy |
+13,487
| New | +$236K | 0.28% | 53 |
|