Braver Wealth Management’s SPDR Gold Trust GLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-4,906
| Closed | -$616K | – | 150 |
|
|
2016
Q3 | $616K | Buy |
4,906
+171
| +4% | +$21.5K | 0.1% | 101 |
|
|
2016
Q2 | $599K | Sell |
4,735
-46,996
| -91% | -$5.95M | 0.1% | 90 |
|
|
2016
Q1 | $6.09M | Buy |
51,731
+47,231
| +1,050% | +$5.56M | 1% | 27 |
|
|
2015
Q4 | $457K | Hold |
4,500
| – | – | 0.09% | 67 |
|
|
2015
Q3 | $481K | Sell |
4,500
-47
| -1% | -$5.02K | 0.12% | 62 |
|
|
2015
Q2 | $511K | Sell |
4,547
-356
| -7% | -$40K | 0.12% | 70 |
|
|
2015
Q1 | $557K | Hold |
4,903
| – | – | 0.11% | 71 |
|
|
2014
Q4 | $557K | Sell |
4,903
-112
| -2% | -$12.7K | 0.11% | 64 |
|
|
2014
Q3 | $283K | Sell |
5,015
-111
| -2% | -$6.26K | 0.09% | 67 |
|
|
2014
Q2 | $565K | Sell |
5,126
-200
| -4% | -$22K | 0.15% | 69 |
|
|
2014
Q1 | $658K | Hold |
5,326
| – | – | 0.19% | 59 |
|
|
2013
Q4 | $618K | Sell |
5,326
-137
| -3% | -$15.9K | 0.21% | 60 |
|
|
2013
Q3 | $700K | Buy |
+5,463
| New | +$700K | 0.24% | 61 |
|