WCFA
Walkner Condon Financial Advisors’s abrdn Physical Precious Metals Basket Shares ETF GLTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.52M | Buy |
18,229
+273
| +2% | +$37.7K | 0.46% | 53 |
|
|
2025
Q1 | $2.32M | Buy |
17,956
+574
| +3% | +$74.3K | 0.47% | 54 |
|
|
2024
Q4 | $1.91M | Buy |
17,382
+1,392
| +9% | +$153K | 0.39% | 62 |
|
|
2024
Q3 | $1.81M | Buy |
15,990
+269
| +2% | +$30.5K | 0.37% | 61 |
|
|
2024
Q2 | $1.62M | Buy |
15,721
+1,660
| +12% | +$171K | 0.35% | 67 |
|
|
2024
Q1 | $1.34M | Buy |
14,061
+395
| +3% | +$37.7K | 0.28% | 80 |
|
|
2023
Q4 | $1.24M | Buy |
13,666
+112
| +0.8% | +$10.2K | 0.28% | 82 |
|
|
2023
Q3 | $1.14M | Buy |
13,554
+2,115
| +18% | +$178K | 0.3% | 74 |
|
|
2023
Q2 | $992K | Sell |
11,439
-1,620
| -12% | -$141K | 0.26% | 85 |
|
|
2023
Q1 | $1.19M | Buy |
13,059
+140
| +1% | +$12.8K | 0.33% | 67 |
|
|
2022
Q4 | $1.15M | Buy |
12,919
+180
| +1% | +$16.1K | 0.34% | 65 |
|
|
2022
Q3 | $1.03M | Buy |
12,739
+1,614
| +15% | +$131K | 0.33% | 70 |
|
|
2022
Q2 | $949K | Buy |
11,125
+970
| +10% | +$82.7K | 0.3% | 74 |
|
|
2022
Q1 | $976K | Buy |
10,155
+1,710
| +20% | +$164K | 0.28% | 78 |
|
|
2021
Q4 | $755K | Buy |
+8,445
| New | +$755K | 0.49% | 54 |
|
|
2021
Q2 | – | Sell |
-6,000
| Closed | -$556K | – | 171 |
|
|
2021
Q1 | $556K | Hold |
6,000
| – | – | 0.22% | 90 |
|
|
2020
Q4 | $594K | Sell |
6,000
-430
| -7% | -$42.6K | 0.26% | 72 |
|
|
2020
Q3 | $604K | Buy |
+6,430
| New | +$604K | 0.32% | 59 |
|