ARQ 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
2021
Q3
Sell
-2,352
Closed -$390K 52
2021
Q2
$390K Hold
2,352
0.25% 41
2021
Q1
$376K Sell
2,352
-62
-3% -$9.91K 0.24% 41
2020
Q4
$431K Hold
2,414
0.27% 37
2020
Q3
$428K Sell
2,414
-23
-0.9% -$4.08K 0.41% 31
2020
Q2
$408K Sell
2,437
-7
-0.3% -$1.17K 0.4% 30
2020
Q1
$362K Buy
+2,444
New +$362K 0.41% 31