Wealthcare Advisory Partners’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 |
-2,898
| Closed | -$48K | – | 1443 |
|
|
2021
Q1 | $48K | Buy |
+2,898
| New | +$48K | ﹤0.01% | 889 |
|
|
2020
Q1 | – | Sell |
-11,600
| Closed | -$172K | – | 1561 |
|
|
2019
Q4 | $172K | Hold |
11,600
| – | – | 0.02% | 320 |
|
|
2019
Q3 | $167K | Hold |
11,600
| – | – | 0.02% | 301 |
|
|
2019
Q2 | $160K | Buy |
+11,600
| New | +$160K | 0.03% | 300 |
|
|
2019
Q1 | – | Sell |
-800
| Closed | -$10K | – | 1257 |
|
|
2018
Q4 | $10K | Hold |
800
| – | – | ﹤0.01% | 788 |
|
|
2018
Q3 | $9K | Hold |
800
| – | – | ﹤0.01% | 874 |
|
|
2018
Q2 | $10K | Hold |
800
| – | – | ﹤0.01% | 841 |
|
|
2018
Q1 | $10K | Hold |
800
| – | – | ﹤0.01% | 731 |
|
|
2017
Q4 | $10K | Hold |
800
| – | – | ﹤0.01% | 681 |
|
|
2017
Q3 | $10K | Buy |
+800
| New | +$10K | ﹤0.01% | 548 |
|