Xcel Wealth Management’s abrdn Physical Gold Shares ETF SGOL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.27M | Sell |
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|
2025
Q1 | $1.2M | Hold |
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|
2024
Q4 | $1.01M | Hold |
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|
2024
Q3 | $1.01M | Hold |
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|
2024
Q2 | $894K | Hold |
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|
2024
Q1 | $854K | Hold |
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|
2023
Q4 | $794K | Sell |
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|
2023
Q3 | $800K | Sell |
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|
2023
Q2 | $1.03M | Sell |
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|
2023
Q1 | $1.08M | Buy |
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|
2022
Q4 | $908K | Sell |
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|
2022
Q3 | $1.05M | Sell |
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|
2022
Q2 | $1.14M | Buy |
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|
2022
Q1 | $1.13M | Sell |
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|
2021
Q4 | $1.13M | Sell |
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|
2021
Q3 | $1.49M | Sell |
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|
2021
Q2 | $1.62M | Sell |
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|
2021
Q1 | $2.5M | Buy |
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|
2020
Q4 | $2.66M | Sell |
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|
2020
Q3 | $2.65M | Buy |
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|
2020
Q2 | $560K | Hold |
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|
2020
Q1 | $495K | Buy |
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