Avion Wealth’s Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033 GLDI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-21
| Closed | -$2K | – | 1175 |
|
|
2023
Q3 | $2K | Hold |
21
| – | – | ﹤0.01% | 479 |
|
|
2023
Q2 | $2K | Hold |
21
| – | – | ﹤0.01% | 470 |
|
|
2023
Q1 | $3K | Hold |
21
| – | – | ﹤0.01% | 346 |
|
|
2022
Q4 | $2K | Hold |
21
| – | – | ﹤0.01% | 380 |
|
|
2022
Q3 | $3K | Hold |
21
| – | – | ﹤0.01% | 367 |
|
|
2022
Q2 | $3K | Hold |
21
| – | – | ﹤0.01% | 369 |
|
|
2022
Q1 | $4K | Hold |
21
| – | – | ﹤0.01% | 304 |
|
|
2021
Q4 | $4K | Hold |
21
| – | – | ﹤0.01% | 298 |
|
|
2021
Q3 | $4K | Hold |
21
| – | – | ﹤0.01% | 291 |
|
|
2021
Q2 | $4K | Hold |
21
| – | – | ﹤0.01% | 280 |
|
|
2021
Q1 | $4K | Hold |
21
| – | – | ﹤0.01% | 277 |
|
|
2020
Q4 | $4K | Hold |
21
| – | – | ﹤0.01% | 288 |
|
|
2020
Q3 | $4K | Buy |
+21
| New | +$4K | ﹤0.01% | 240 |
|