Valeo Financial Advisors’s VanEck Merk Gold Trust OUNZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-3,534
| Closed | -$59K | – | 1313 |
|
|
2021
Q1 | $59K | Hold |
3,534
| – | – | ﹤0.01% | 768 |
|
|
2020
Q4 | $65K | Hold |
3,534
| – | – | ﹤0.01% | 678 |
|
|
2020
Q3 | $65K | Hold |
3,534
| – | – | 0.01% | 558 |
|
|
2020
Q2 | $61K | Hold |
3,534
| – | – | 0.01% | 623 |
|
|
2020
Q1 | $58K | Buy |
3,534
+834
| +31% | +$13.7K | 0.01% | 535 |
|
|
2019
Q4 | $40K | Hold |
2,700
| – | – | ﹤0.01% | 720 |
|
|
2019
Q3 | $39K | Buy |
+2,700
| New | +$39K | ﹤0.01% | 675 |
|