Websterrogers Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-28,940
| Closed | -$508K | – | 80 |
|
|
2021
Q4 | $508K | Hold |
28,940
| – | – | 0.12% | 47 |
|
|
2021
Q3 | $488K | Hold |
28,940
| – | – | 0.11% | 41 |
|
|
2021
Q2 | $504K | Buy |
28,940
+2,000
| +7% | +$34.8K | 0.12% | 41 |
|
|
2021
Q1 | $442K | Buy |
26,940
+14,640
| +119% | +$240K | 0.12% | 36 |
|
|
2020
Q4 | $217K | Buy |
+12,300
| New | +$217K | 0.06% | 47 |
|