WR Wealth Planners’s Sprott Gold Miners ETF SGDM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-547
| Closed | -$13.9K | – | 1213 |
|
|
2024
Q1 | $13.9K | Buy |
+547
| New | +$13.9K | ﹤0.01% | 527 |
|
|
2023
Q4 | – | Sell |
-547
| Closed | -$12.5K | – | 737 |
|
|
2023
Q3 | $12.5K | Hold |
547
| – | – | ﹤0.01% | 504 |
|
|
2023
Q2 | $14.2K | Hold |
547
| – | – | 0.01% | 487 |
|
|
2023
Q1 | $15.4K | Buy |
+547
| New | +$15.4K | 0.01% | 462 |
|