WealthPLAN 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
2020
Q3
Sell
-15,899
Closed -$298K 324
2020
Q2
$298K Sell
15,899
-8,858
-36% -$166K 0.03% 243
2020
Q1
$413K Buy
+24,757
New +$413K 0.05% 170