Wealthcare Advisory Partners’s Sprott Gold Miners ETF SGDM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $358K | Buy |
7,912
+78
| +1% | +$3.53K | 0.01% | 734 |
|
|
2025
Q1 | $297K | Hold |
7,834
| – | – | 0.01% | 748 |
|
|
2024
Q4 | $217K | Sell |
7,834
-450
| -5% | -$12.5K | 0.01% | 830 |
|
|
2024
Q3 | $257K | Sell |
8,284
-399
| -5% | -$12.4K | 0.01% | 758 |
|
|
2024
Q2 | $232K | Sell |
8,683
-1,534
| -15% | -$40.9K | 0.01% | 750 |
|
|
2024
Q1 | $259K | Sell |
10,217
-4,489
| -31% | -$114K | 0.01% | 713 |
|
|
2023
Q4 | $367K | Sell |
14,706
-4,410
| -23% | -$110K | 0.01% | 553 |
|
|
2023
Q3 | $437K | Sell |
19,116
-2,335
| -11% | -$53.4K | 0.02% | 466 |
|
|
2023
Q2 | $555K | Buy |
21,451
+217
| +1% | +$5.62K | 0.02% | 421 |
|
|
2023
Q1 | $600K | Buy |
21,234
+566
| +3% | +$16K | 0.03% | 408 |
|
|
2022
Q4 | $512K | Buy |
20,668
+1,251
| +6% | +$31K | 0.02% | 417 |
|
|
2022
Q3 | $414K | Buy |
19,417
+674
| +4% | +$14.4K | 0.02% | 409 |
|
|
2022
Q2 | $455K | Buy |
+18,743
| New | +$455K | 0.03% | 341 |
|
|
2021
Q2 | – | Sell |
-300
| Closed | -$8K | – | 1640 |
|
|
2021
Q1 | $8K | Buy |
+300
| New | +$8K | ﹤0.01% | 1533 |
|