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 |
|