WR Wealth Planners’s abrdn Physical Precious Metals Basket Shares ETF GLTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $90.3K | Sell |
822
-326
| -28% | -$35.8K | 0.03% | 246 |
|
|
2024
Q3 | $130K | Sell |
1,148
-380
| -25% | -$43.1K | 0.04% | 234 |
|
|
2024
Q2 | $157K | Sell |
1,528
-281
| -16% | -$28.9K | 0.05% | 200 |
|
|
2024
Q1 | $173K | Sell |
1,809
-20,189
| -92% | -$1.93M | 0.05% | 192 |
|
|
2023
Q4 | $2M | Sell |
21,998
-2,500
| -10% | -$228K | 0.75% | 29 |
|
|
2023
Q3 | $2.06M | Buy |
24,498
+380
| +2% | +$32K | 0.79% | 27 |
|
|
2023
Q2 | $2.09M | Sell |
24,118
-218
| -0.9% | -$18.9K | 0.81% | 29 |
|
|
2023
Q1 | $2.22M | Sell |
24,336
-1,653
| -6% | -$151K | 0.96% | 22 |
|
|
2022
Q4 | $2.32M | Sell |
25,989
-2,342
| -8% | -$209K | 1.43% | 20 |
|
|
2022
Q3 | $2.3M | Sell |
28,331
-1,102
| -4% | -$89.4K | 1.62% | 16 |
|
|
2022
Q2 | $2.51M | Sell |
29,433
-1,065
| -3% | -$90.9K | 1.65% | 17 |
|
|
2022
Q1 | $2.93M | Buy |
+30,498
| New | +$2.93M | 1.74% | 16 |
|