Altium Wealth Management’s SPDR Gold Trust GLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $285K | Sell |
1,690
-152
| -8% | -$25.6K | 0.02% | 304 |
|
|
2022
Q1 | $333K | Hold |
1,842
| – | – | 0.02% | 312 |
|
|
2021
Q4 | $315K | Sell |
1,842
-64
| -3% | -$10.9K | 0.02% | 317 |
|
|
2021
Q3 | $313K | Sell |
1,906
-93
| -5% | -$15.3K | 0.02% | 310 |
|
|
2021
Q2 | $331K | Buy |
1,999
+93
| +5% | +$15.4K | 0.02% | 295 |
|
|
2021
Q1 | $305K | Hold |
1,906
| – | – | 0.02% | 302 |
|
|
2020
Q4 | $340K | Sell |
1,906
-158
| -8% | -$28.2K | 0.03% | 266 |
|
|
2020
Q3 | $366K | Buy |
2,064
+846
| +69% | +$150K | 0.04% | 233 |
|
|
2020
Q2 | $204K | Buy |
+1,218
| New | +$204K | 0.02% | 303 |
|
|
2018
Q2 | – | Sell |
-1,630
| Closed | -$205K | – | 271 |
|
|
2018
Q1 | $205K | Buy |
+1,630
| New | +$205K | 0.08% | 158 |
|