Valeo Financial Advisors’s ASA Gold and Precious Metals ASA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-520
| Closed | -$6K | – | 1533 |
|
|
2019
Q2 | $6K | Hold |
520
| – | – | ﹤0.01% | 1134 |
|
|
2019
Q1 | $5K | Hold |
520
| – | – | ﹤0.01% | 1132 |
|
|
2018
Q4 | $5K | Hold |
520
| – | – | ﹤0.01% | 1046 |
|
|
2018
Q3 | $5K | Hold |
520
| – | – | ﹤0.01% | 1161 |
|
|
2018
Q2 | $5K | Hold |
520
| – | – | ﹤0.01% | 1110 |
|
|
2018
Q1 | $5K | Hold |
520
| – | – | ﹤0.01% | 1110 |
|
|
2017
Q4 | $6K | Buy |
+520
| New | +$6K | ﹤0.01% | 949 |
|