WR Wealth Planners’s VanEck Merk Gold Trust OUNZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $127K | Hold |
5,000
| – | – | 0.04% | 203 |
|
|
2024
Q3 | $127K | Hold |
5,000
| – | – | 0.04% | 238 |
|
|
2024
Q2 | $112K | Hold |
5,000
| – | – | 0.03% | 233 |
|
|
2024
Q1 | $107K | Buy |
+5,000
| New | +$107K | 0.03% | 243 |
|
|
2023
Q4 | – | Sell |
-5,000
| Closed | -$89.5K | – | 642 |
|
|
2023
Q3 | $89.5K | Hold |
5,000
| – | – | 0.03% | 257 |
|
|
2023
Q2 | $93K | Hold |
5,000
| – | – | 0.04% | 249 |
|
|
2023
Q1 | $95.5K | Buy |
+5,000
| New | +$95.5K | 0.04% | 239 |
|