Wealthcare Advisory Partners’s abrdn Physical Gold Shares ETF SGOL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-2,800
| Closed | -$46K | – | 1641 |
|
|
2021
Q1 | $46K | Buy |
+2,800
| New | +$46K | ﹤0.01% | 903 |
|
|
2020
Q2 | – | Sell |
-6,190
| Closed | -$94K | – | 1169 |
|
|
2020
Q1 | $94K | Sell |
6,190
-6,640
| -52% | -$101K | 0.01% | 385 |
|
|
2019
Q4 | $188K | Hold |
12,830
| – | – | 0.02% | 311 |
|
|
2019
Q3 | $182K | Buy |
12,830
+9,090
| +243% | +$129K | 0.03% | 290 |
|
|
2019
Q2 | $51K | Hold |
3,740
| – | – | 0.01% | 501 |
|
|
2019
Q1 | $47K | Buy |
3,740
+1,570
| +72% | +$19.7K | 0.01% | 483 |
|
|
2018
Q4 | $27K | Hold |
2,170
| – | – | 0.01% | 570 |
|
|
2018
Q3 | $25K | Hold |
2,170
| – | – | ﹤0.01% | 621 |
|
|
2018
Q2 | $26K | Hold |
2,170
| – | – | 0.01% | 610 |
|
|
2018
Q1 | $28K | Buy |
2,170
+100
| +5% | +$1.29K | 0.01% | 523 |
|
|
2017
Q4 | $26K | Hold |
2,070
| – | – | 0.01% | 488 |
|
|
2017
Q3 | $26K | Buy |
+2,070
| New | +$26K | 0.01% | 391 |
|