American Economic Planning Group’s SPDR Gold Trust GLD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q1
Sell
-1,950
Closed -$236K 87
2018
Q4
$236K Sell
1,950
-25
-1% -$3.03K 0.08% 70
2018
Q3
$223K Buy
1,975
+50
+3% +$5.65K 0.08% 68
2018
Q2
$228K Hold
1,925
0.08% 69
2018
Q1
$242K Buy
1,925
+25
+1% +$3.14K 0.09% 77
2017
Q4
$235K Hold
1,900
0.09% 76
2017
Q3
$231K Hold
1,900
0.09% 70
2017
Q2
$224K Sell
1,900
-92
-5% -$10.8K 0.09% 72
2017
Q1
$236K Hold
1,992
0.09% 63
2016
Q4
$218K Buy
+1,992
New +$218K 0.09% 54