Cahill Financial 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
Q4 | – | Sell |
-740
| Closed | -$122K | – | 438 |
|
|
2021
Q3 | $122K | Buy |
+740
| New | +$122K | 0.03% | 254 |
|
|
2017
Q1 | – | Sell |
-4,215
| Closed | -$463K | – | 132 |
|
|
2016
Q4 | $463K | Sell |
4,215
-1,500
| -26% | -$165K | 0.28% | 83 |
|
|
2016
Q3 | $719K | Sell |
5,715
-430
| -7% | -$54.1K | 0.47% | 53 |
|
|
2016
Q2 | $778K | Buy |
6,145
+1,080
| +21% | +$137K | 0.54% | 45 |
|
|
2016
Q1 | $596K | Buy |
5,065
+710
| +16% | +$83.5K | 0.45% | 56 |
|
|
2015
Q4 | $442K | Sell |
4,355
-910
| -17% | -$92.4K | 0.36% | 69 |
|
|
2015
Q3 | $563K | Buy |
5,265
+450
| +9% | +$48.1K | 0.46% | 60 |
|
|
2015
Q2 | $542K | Buy |
+4,815
| New | +$542K | 0.41% | 64 |
|