WR Wealth Planners’s abrdn Physical Gold Shares ETF SGOL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $129K | Hold |
5,143
| – | – | 0.04% | 201 |
|
|
2024
Q3 | $129K | Hold |
5,143
| – | – | 0.04% | 236 |
|
|
2024
Q2 | $114K | Buy |
5,143
+143
| +3% | +$3.18K | 0.03% | 229 |
|
|
2024
Q1 | $106K | Buy |
+5,000
| New | +$106K | 0.03% | 247 |
|
|
2023
Q4 | – | Sell |
-5,000
| Closed | -$88.5K | – | 738 |
|
|
2023
Q3 | $88.5K | Hold |
5,000
| – | – | 0.03% | 261 |
|
|
2023
Q2 | $91.9K | Hold |
5,000
| – | – | 0.04% | 252 |
|
|
2023
Q1 | $94.4K | Buy |
+5,000
| New | +$94.4K | 0.04% | 240 |
|