AFA
Atlas Financial Advisors’s SPDR Gold Trust GLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $682K | Sell |
2,816
-150
| -5% | -$36.3K | 1.06% | 15 |
|
|
2024
Q3 | $721K | Buy |
2,966
+340
| +13% | +$82.6K | 1.14% | 13 |
|
|
2024
Q2 | $565K | Buy |
2,626
+112
| +4% | +$24.1K | 0.93% | 13 |
|
|
2024
Q1 | $517K | Buy |
2,514
+110
| +5% | +$22.6K | 0.8% | 18 |
|
|
2023
Q4 | $460K | Sell |
2,404
-2,123
| -47% | -$406K | 0.75% | 14 |
|
|
2023
Q3 | $776K | Buy |
4,527
+2,190
| +94% | +$375K | 0.61% | 14 |
|
|
2023
Q2 | $417K | Buy |
2,337
+163
| +7% | +$29.1K | 0.59% | 13 |
|
|
2023
Q1 | $398K | Buy |
2,174
+40
| +2% | +$7.33K | 0.54% | 15 |
|
|
2022
Q4 | $362K | Buy |
2,134
+323
| +18% | +$54.8K | 0.5% | 15 |
|
|
2022
Q3 | $280K | Buy |
1,811
+46
| +3% | +$7.11K | 0.46% | 8 |
|
|
2022
Q2 | $297K | Buy |
1,765
+106
| +6% | +$17.8K | 0.34% | 14 |
|
|
2022
Q1 | $300K | Buy |
1,659
+425
| +34% | +$76.9K | 0.3% | 18 |
|
|
2021
Q4 | $211K | Buy |
+1,234
| New | +$211K | 0.2% | 14 |
|