WealthPLAN 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-144
| Closed | -$3.73K | – | 1012 |
|
|
2023
Q2 | $3.73K | Hold |
144
| – | – | ﹤0.01% | 963 |
|
|
2023
Q1 | $4.07K | Buy |
+144
| New | +$4.07K | ﹤0.01% | 1034 |
|
|
2016
Q3 | – | Sell |
-8,300
| Closed | -$215K | – | 1060 |
|
|
2016
Q2 | $215K | Buy |
+8,300
| New | +$215K | 0.03% | 358 |
|
|
2015
Q4 | $106K | Buy |
+8,300
| New | +$106K | 0.02% | 398 |
|