Carmel Capital Partners’s Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033 GLDI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-252
| Closed | -$33.8K | – | 360 |
|
|
2023
Q3 | $33.8K | Sell |
252
-250
| -50% | -$33.5K | 0.02% | 282 |
|
|
2023
Q2 | $70.2K | Hold |
502
| – | – | 0.04% | 189 |
|
|
2023
Q1 | $74.2K | Buy |
+502
| New | +$74.2K | 0.04% | 219 |
|
|
2022
Q3 | – | Sell |
-542
| Closed | -$85K | – | 122 |
|
|
2022
Q2 | $85K | Hold |
542
| – | – | 0.08% | 108 |
|
|
2022
Q1 | $92K | Hold |
542
| – | – | 0.08% | 119 |
|
|
2021
Q4 | $92K | Buy |
+542
| New | +$92K | 0.07% | 120 |
|