Wealthspire Advisors (Maryland)’s Royal Gold RGLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,179
| Closed | -$107K | – | 1696 |
|
|
2019
Q1 | $107K | Sell |
1,179
-98
| -8% | -$8.89K | 0.01% | 618 |
|
|
2018
Q4 | $109K | Buy |
1,277
+110
| +9% | +$9.39K | 0.01% | 576 |
|
|
2018
Q3 | $90K | Sell |
1,167
-34
| -3% | -$2.62K | 0.01% | 735 |
|
|
2018
Q2 | $112K | Buy |
1,201
+38
| +3% | +$3.54K | 0.01% | 661 |
|
|
2018
Q1 | $100K | Sell |
1,163
-7
| -0.6% | -$602 | 0.01% | 713 |
|
|
2017
Q4 | $96K | Buy |
1,170
+106
| +10% | +$8.7K | 0.01% | 729 |
|
|
2017
Q3 | $92K | Sell |
1,064
-8
| -0.7% | -$692 | 0.01% | 748 |
|
|
2017
Q2 | $84K | Buy |
1,072
+232
| +28% | +$18.2K | 0.01% | 756 |
|
|
2017
Q1 | $59K | Hold |
840
| – | – | 0.01% | 763 |
|
|
2016
Q4 | $53K | Sell |
840
-13
| -2% | -$820 | 0.01% | 753 |
|
|
2016
Q3 | $66K | Buy |
853
+13
| +2% | +$1.01K | 0.01% | 707 |
|
|
2016
Q2 | $60K | Buy |
840
+3
| +0.4% | +$214 | 0.01% | 689 |
|
|
2016
Q1 | $43K | Buy |
837
+67
| +9% | +$3.44K | 0.01% | 741 |
|
|
2015
Q4 | $28K | Buy |
+770
| New | +$28K | 0.01% | 872 |
|