AmeriServ Wealth Advisors’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
Q3 | – | Sell |
-8,993
| Closed | -$1.52M | – | 49 |
|
|
2022
Q2 | $1.52M | Buy |
+8,993
| New | +$1.52M | 3.57% | 9 |
|
|
2021
Q2 | – | Sell |
-2,502
| Closed | -$400K | – | 71 |
|
|
2021
Q1 | $400K | Hold |
2,502
| – | – | 0.34% | 44 |
|
|
2020
Q4 | $446K | Buy |
+2,502
| New | +$446K | 0.44% | 41 |
|
|
2019
Q3 | $268K | Hold |
1,930
| – | – | 0.36% | 50 |
|
|
2019
Q2 | $257K | Buy |
+1,930
| New | +$257K | 0.34% | 55 |
|
|
2019
Q1 | – | Sell |
-4,000
| Closed | -$485K | – | 70 |
|
|
2018
Q4 | $485K | Buy |
+4,000
| New | +$485K | 1.23% | 28 |
|
|
2016
Q4 | – | Sell |
-16,140
| Closed | -$2.03M | – | 52 |
|
|
2016
Q3 | $2.03M | Buy |
+16,140
| New | +$2.03M | 2.57% | 4 |
|