Cedar Brook Financial Partners’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
Q2 | – | Sell |
-1,903
| Closed | -$391K | – | 175 |
|
|
2024
Q1 | $391K | Sell |
1,903
-116
| -6% | -$23.9K | 0.08% | 256 |
|
|
2023
Q4 | $379K | Buy |
2,019
+545
| +37% | +$102K | 0.08% | 235 |
|
|
2023
Q3 | $253K | Sell |
1,474
-275
| -16% | -$47.1K | 0.07% | 290 |
|
|
2023
Q2 | $312K | Buy |
1,749
+540
| +45% | +$96.3K | 0.07% | 275 |
|
|
2023
Q1 | $222K | Buy |
+1,209
| New | +$222K | 0.06% | 336 |
|
|
2022
Q3 | – | Sell |
-2,115
| Closed | -$356K | – | 358 |
|
|
2022
Q2 | $356K | Buy |
+2,115
| New | +$356K | 0.11% | 209 |
|
|
2020
Q2 | – | Sell |
-2,430
| Closed | -$360K | – | 283 |
|
|
2020
Q1 | $360K | Buy |
2,430
+18
| +0.7% | +$2.67K | 0.2% | 148 |
|
|
2019
Q4 | $345K | Sell |
2,412
-1,293
| -35% | -$185K | 0.15% | 183 |
|
|
2019
Q3 | $515K | Sell |
3,705
-45
| -1% | -$6.26K | 0.23% | 140 |
|
|
2019
Q2 | $500K | Buy |
3,750
+485
| +15% | +$64.7K | 0.23% | 139 |
|
|
2019
Q1 | $398K | Sell |
3,265
-496
| -13% | -$60.5K | 0.19% | 163 |
|
|
2018
Q4 | $456K | Buy |
+3,761
| New | +$456K | 0.28% | 124 |
|