Cassady Schiller 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $10.9K | Hold |
45
| – | – | ﹤0.01% | 331 |
|
|
2024
Q3 | $10.9K | Hold |
45
| – | – | ﹤0.01% | 314 |
|
|
2024
Q2 | $9.68K | Hold |
45
| – | – | ﹤0.01% | 318 |
|
|
2024
Q1 | $9.26K | Hold |
45
| – | – | ﹤0.01% | 337 |
|
|
2023
Q4 | $8.6K | Hold |
45
| – | – | ﹤0.01% | 332 |
|
|
2023
Q3 | $7.72K | Hold |
45
| – | – | ﹤0.01% | 345 |
|
|
2023
Q2 | $8.02K | Sell |
45
-430
| -91% | -$76.7K | ﹤0.01% | 354 |
|
|
2023
Q1 | $87K | Buy |
475
+430
| +956% | +$78.8K | 0.04% | 150 |
|
|
2022
Q4 | $7.63K | Buy |
+45
| New | +$7.63K | ﹤0.01% | 335 |
|
|
2022
Q1 | – | Sell |
-475
| Closed | -$81K | – | 298 |
|
|
2021
Q4 | $81K | Buy |
+475
| New | +$81K | 0.05% | 154 |
|