WR Wealth Planners’s Sandstorm Gold SAND Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $209K | Hold |
37,535
| – | – | 0.07% | 151 |
|
|
2024
Q3 | $225K | Sell |
37,535
-1,200
| -3% | -$7.2K | 0.06% | 165 |
|
|
2024
Q2 | $211K | Hold |
38,735
| – | – | 0.06% | 163 |
|
|
2024
Q1 | $203K | Hold |
38,735
| – | – | 0.06% | 170 |
|
|
2023
Q4 | $195K | Sell |
38,735
-4,200
| -10% | -$21.1K | 0.07% | 174 |
|
|
2023
Q3 | $200K | Hold |
42,935
| – | – | 0.08% | 169 |
|
|
2023
Q2 | $220K | Sell |
42,935
-1,450
| -3% | -$7.42K | 0.09% | 157 |
|
|
2023
Q1 | $258K | Buy |
+44,385
| New | +$258K | 0.11% | 132 |
|