Asset Planning Services (Pennsylvania)’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
Q4 | $237K | Hold |
1,388
| – | – | 0.11% | 70 |
|
|
2021
Q3 | $228K | Hold |
1,388
| – | – | 0.11% | 71 |
|
|
2021
Q2 | $230K | Hold |
1,388
| – | – | 0.11% | 71 |
|
|
2021
Q1 | $222K | Sell |
1,388
-19
| -1% | -$3.04K | 0.1% | 71 |
|
|
2020
Q4 | $251K | Sell |
1,407
-544
| -28% | -$97K | 0.12% | 68 |
|
|
2020
Q3 | $346K | Hold |
1,951
| – | – | 0.15% | 62 |
|
|
2020
Q2 | $327K | Buy |
1,951
+481
| +33% | +$80.6K | 0.14% | 64 |
|
|
2020
Q1 | $218K | Sell |
1,470
-19
| -1% | -$2.82K | 0.11% | 69 |
|
|
2019
Q4 | $221K | Sell |
1,489
-150
| -9% | -$22.3K | 0.09% | 74 |
|
|
2019
Q3 | $228K | Sell |
1,639
-38
| -2% | -$5.29K | 0.1% | 72 |
|
|
2019
Q2 | $223K | Hold |
1,677
| – | – | 0.1% | 71 |
|
|
2019
Q1 | $205K | Hold |
1,677
| – | – | 0.1% | 71 |
|
|
2018
Q4 | $203K | Hold |
1,677
| – | – | 0.1% | 68 |
|
|
2018
Q3 | $195K | Buy |
1,677
+52
| +3% | +$6.05K | 0.09% | 67 |
|
|
2018
Q2 | $193K | Hold |
1,625
| – | – | 0.09% | 67 |
|
|
2018
Q1 | $204K | Hold |
1,625
| – | – | 0.1% | 66 |
|
|
2017
Q4 | $201K | Hold |
1,625
| – | – | 0.1% | 69 |
|
|
2017
Q3 | $198K | Hold |
1,625
| – | – | 0.11% | 68 |
|
|
2017
Q2 | $192K | Hold |
1,625
| – | – | 0.12% | 69 |
|
|
2017
Q1 | $193K | Hold |
1,625
| – | – | 0.13% | 66 |
|
|
2016
Q4 | $178K | Hold |
1,625
| – | – | 0.14% | 65 |
|
|
2016
Q3 | $204K | Hold |
1,625
| – | – | 0.17% | 60 |
|
|
2016
Q2 | $206K | Hold |
1,625
| – | – | 0.18% | 62 |
|
|
2016
Q1 | $191K | Hold |
1,625
| – | – | 0.17% | 64 |
|
|
2015
Q4 | $165K | Hold |
1,625
| – | – | 0.16% | 57 |
|
|
2015
Q3 | $174K | Hold |
1,625
| – | – | 0.18% | 55 |
|
|
2015
Q2 | $183K | Buy |
+1,625
| New | +$183K | 0.18% | 52 |
|