V Wealth Advisors’s GraniteShares Gold Shares BAR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-19,194
| Closed | -$365K | – | 137 |
|
2023
Q2 | $365K | Sell |
19,194
-1,363
| -7% | -$25.9K | 0.06% | 247 |
|
2023
Q1 | $401K | Sell |
20,557
-3,302
| -14% | -$64.4K | 0.08% | 235 |
|
2022
Q4 | $431K | Sell |
23,859
-7,399
| -24% | -$134K | 0.09% | 211 |
|
2022
Q3 | $515K | Sell |
31,258
-7,932
| -20% | -$131K | 0.1% | 191 |
|
2022
Q2 | $702K | Sell |
39,190
-250
| -0.6% | -$4.48K | 0.13% | 175 |
|
2022
Q1 | $757K | Buy |
39,440
+1,353
| +4% | +$26K | 0.12% | 187 |
|
2021
Q4 | $691K | Buy |
38,087
+5,819
| +18% | +$106K | 0.1% | 192 |
|
2021
Q3 | $563K | Sell |
32,268
-64,911
| -67% | -$1.13M | 0.09% | 247 |
|
2021
Q2 | $1.71M | Buy |
+97,179
| New | +$1.71M | 0.27% | 87 |
|