Wealthsource Partners, LLC Sprott ETF Trj R Gold Miners E Transaction History

Wealthsource Partners, LLC

  • $1.52 Billion
  • Q4 2023

A detailed history of Wealthsource Partners, LLC transactions in Sprott ETF Trj R Gold Miners E stock. As of the latest transaction made, Wealthsource Partners, LLC holds 15,158 shares of SGDJ stock, worth $577,671. This represents 0.03% of its overall portfolio holdings.

Number of Shares
15,158
Previous 15,659 3.2%
Holding current value
$577,671
Previous $401,000 10.97%
% of portfolio
0.03%
Previous 0.03%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 12, 2024
SELL
$24.28 - $31.39 $12,164 - $15,726
-501 Reduced 3.2%
15,158 $445,000
Q2 2023

Aug 14, 2023
BUY
$27.15 - $37.0 $50,227 - $68,450
1,850 Added 13.4%
15,659 $438,000
Q1 2023

May 15, 2023
BUY
$26.98 - $33.92 $73,952 - $92,974
2,741 Added 24.77%
13,809 $462,000
Q4 2022

Feb 09, 2023
BUY
$22.28 - $31.28 $3,965 - $5,567
178 Added 1.63%
11,068 $319,000
Q3 2022

Nov 14, 2022
BUY
$21.77 - $29.72 $3,722 - $5,082
171 Added 1.6%
10,890 $264,000
Q2 2022

Aug 10, 2022
BUY
$28.11 - $45.99 $39,466 - $64,569
1,404 Added 15.07%
10,719 $301,000
Q1 2022

May 09, 2022
BUY
$36.59 - $44.96 $38,419 - $47,208
1,050 Added 12.7%
9,315 $404,000
Q4 2021

Feb 14, 2022
BUY
$36.95 - $47.02 $30,003 - $38,180
812 Added 10.89%
8,265 $338,000
Q3 2021

Nov 18, 2021
BUY
$35.85 - $45.48 $91,130 - $115,610
2,542 Added 51.76%
7,453 $275,000
Q2 2021

Nov 18, 2021
BUY
$42.35 - $51.59 $207,980 - $253,358
4,911 New
4,911 $217,000
Q1 2020

May 12, 2020
SELL
$19.11 - $34.05 $206,177 - $367,365
-10,789 Closed
0 $0
Q4 2019

Feb 12, 2020
BUY
$29.22 - $33.99 $14,288 - $16,621
489 Added 4.75%
10,789 $367,000
Q3 2019

Nov 15, 2019
BUY
$30.64 - $33.55 $315,592 - $345,564
10,300 New
10,300 $316,000

Others Institutions Holding SGDJ

# of Institutions
32
Shares Held
557K
Call Options Held
0
Put Options Held
0
View Full List

About SPROTT ETF TRJ R GOLD MINERS E

SGDJ Quotes by TradingView
  • Ticker SGDJ
  • Sector ETFs
  • Industry ETFs
More about SGDJ
Track This Portfolio

Track Wealthsource Partners, LLC Portfolio

Follow Wealthsource Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealthsource Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthsource Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email