BerganKDV Wealth Management’s SPDR Gold Trust GLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $511K | Buy |
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|
2023
Q1 | $495K | Buy |
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|
2022
Q4 | $269K | Hold |
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|
2022
Q3 | $245K | Hold |
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|
2022
Q2 | $267K | Hold |
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|
2022
Q1 | $286K | Sell |
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|
2021
Q4 | $352K | Hold |
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|
2021
Q3 | $338K | Sell |
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|
2021
Q2 | $455K | Sell |
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|
2021
Q1 | $517K | Sell |
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|
2020
Q4 | $655K | Buy |
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|
2020
Q3 | $495K | Buy |
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|
2020
Q2 | $447K | Buy |
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|
2020
Q1 | $372K | Hold |
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|
2019
Q4 | $359K | Buy |
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|
2019
Q3 | $299K | Sell |
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|
2019
Q2 | $325K | Hold |
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|
2019
Q1 | $298K | Buy |
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|
2018
Q4 | $187K | Buy |
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|
2018
Q3 | $165K | Sell |
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|
2018
Q2 | $201K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $212K | Buy |
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