Pinnacle Value Fund SGDJ Holdings History

Number of Shares
6,022.00
Current Holdings Value*
$256,000.00
% of Portfolio
1.2%
Total Estimate Gain
$303,663.16
% of Total Estimate Gain
30.05%

Pinnacle Value Fund's Sprott Junior Gold Miners ETF Holding Summary

As of 2025-03-31, BERTOLET CAPITAL TRUST held 6,022.00 shares of Sprott Junior Gold Miners ETF(SGDJ), totaling $256,000.00. This investment constitutes 1.2% of their stock portfolio, and BERTOLET CAPITAL TRUST now holds 0.17% of the outstanding Sprott Junior Gold Miners ETF(SGDJ) stock.

The initial trade took place in 2020Q1. And since then Pinnacle Value Fund has made 1 purchases of SGDJ, at an average price of $28.77, for a total of 35,122.00 shares. In addition, there have been 3 sales at an average price of $34.74 for 29,100.00 shares. Based on historical transaction data and SGDJ's current price of $50.34, Pinnacle Value Fund's estimated gain on his SGDJ holdings is $303,663.16, reflecting a 30.05% gain to date.

Pinnacle Value Fund SGDJ ($50.34) Holding Chart

Pinnacle Value Fund SGDJ ($50.34) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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