Bard Financial Services’s SPDR Gold Trust GLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-7,000
| Closed | -$1.25M | – | 253 |
|
|
2023
Q2 | $1.25M | Hold |
7,000
| – | – | 0.09% | 151 |
|
|
2023
Q1 | $1.28M | Sell |
7,000
-250
| -3% | -$45.8K | 0.1% | 147 |
|
|
2022
Q4 | $1.23M | Buy |
7,250
+125
| +2% | +$21.2K | 0.1% | 142 |
|
|
2022
Q3 | $1.1M | Hold |
7,125
| – | – | 0.1% | 145 |
|
|
2022
Q2 | $1.2M | Sell |
7,125
-250
| -3% | -$42.1K | 0.11% | 141 |
|
|
2022
Q1 | $1.33M | Buy |
7,375
+250
| +4% | +$45.2K | 0.11% | 129 |
|
|
2021
Q4 | $1.22M | Sell |
7,125
-250
| -3% | -$42.7K | 0.1% | 135 |
|
|
2021
Q3 | $1.21M | Hold |
7,375
| – | – | 0.11% | 131 |
|
|
2021
Q2 | $1.22M | Hold |
7,375
| – | – | 0.11% | 130 |
|
|
2021
Q1 | $1.18M | Sell |
7,375
-625
| -8% | -$100K | 0.11% | 128 |
|
|
2020
Q4 | $1.43M | Buy |
+8,000
| New | +$1.43M | 0.14% | 117 |
|