Berman Capital Advisors’s SPDR Gold Trust GLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $1.67M | Hold |
10,177
| – | – | 0.26% | 47 |
|
|
2021
Q2 | $1.69M | Hold |
10,177
| – | – | 0.27% | 45 |
|
|
2021
Q1 | $1.63M | Buy |
10,177
+9,510
| +1,426% | +$1.52M | 0.34% | 37 |
|
|
2020
Q4 | $118K | Buy |
+667
| New | +$118K | 0.03% | 229 |
|
|
2020
Q2 | – | Sell |
-159
| Closed | -$23K | – | 1689 |
|
|
2020
Q1 | $23K | Buy |
+159
| New | +$23K | 0.01% | 458 |
|