WR Wealth Planners’s VanEck Merk Gold Trust OUNZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$127K Hold
2024
Q3
$127K Hold
2024
Q2
$112K Hold
2024
Q1
$107K Buy
2023
Q4
Sell
2023
Q3
$89.5K Hold
2023
Q2
$93K Hold
2023
Q1
$95.5K Buy