B. Riley Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,100
| Closed | -$281K | – | 1478 |
|
|
2024
Q1 | $281K | Buy |
2,100
+200
| +11% | +$26.8K | 0.01% | 1069 |
|
|
2023
Q4 | $275K | Sell |
1,900
-200
| -10% | -$29K | 0.01% | 1100 |
|
|
2023
Q3 | $281K | Buy |
2,100
+200
| +11% | +$26.8K | 0.01% | 1069 |
|
|
2023
Q2 | $266K | Hold |
1,900
| – | – | 0.01% | 1189 |
|
|
2023
Q1 | $281K | Buy |
+1,900
| New | +$281K | 0.01% | 1107 |
|