Bsw Wealth Partners ISHARES GOLD TR Transaction History

Bsw Wealth Partners

$676 Million
Q4 2024

Shares

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 16, 2021	SELL	N/A	-334,591 Closed	0 $0
Q1 2021 May 17, 2021	BUY	N/A	17,515 Added 5.52%	334,591 $5.44 Million
Q4 2020 Feb 16, 2021	SELL	N/A	-8,768 Reduced 2.69%	317,076 $5.75 Million
Q3 2020 Nov 13, 2020	SELL	N/A	-40,881 Reduced 11.15%	325,844 $5.86 Million
Q2 2020 Aug 13, 2020	SELL	N/A	-2,650 Reduced 0.72%	366,725 $6.23 Million
Q1 2020 May 14, 2020	SELL	N/A	-63,884 Reduced 14.74%	369,375 $5.57 Million
Q4 2019 Feb 18, 2020	BUY	N/A	11,373 Added 2.7%	433,259 $6.28 Million
Q3 2019 Nov 12, 2019	SELL	N/A	-861 Reduced 0.2%	421,886 $5.95 Million
Q2 2019 Aug 13, 2019	BUY	N/A	765 Added 0.18%	422,747 $5.71 Million
Q1 2019 May 14, 2019	BUY	N/A	63,019 Added 17.56%	421,982 $5.22 Million
Q4 2018 Feb 13, 2019	BUY	N/A	57,635 Added 19.13%	358,963 $4.41 Million
Q3 2018 Nov 09, 2018	BUY	N/A	102,548 Added 51.59%	301,328 $3.44 Million
Q2 2018 Aug 07, 2018	BUY	N/A	10,905 Added 5.8%	198,780 $2.39 Million
Q1 2018 May 10, 2018	BUY	N/A	19,491 Added 11.58%	187,875 $2.39 Million
Q4 2017 Feb 08, 2018	SELL	N/A	-97,992 Reduced 36.79%	168,384 $2.11 Million
Q3 2017 Nov 03, 2017	BUY	N/A	266,376	266,376 $3.28 Million

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