Charter Oak Partners 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 | |
---|---|---|---|---|---|---|---|---|
2014
Q3 | $1.04M | Hold |
8,903
| – | – | 0.78% | 29 |
|
2014
Q2 | $1.14M | Hold |
8,903
| – | – | 0.62% | 33 |
|
2014
Q1 | $1.1M | Hold |
8,903
| – | – | 0.79% | 26 |
|
2013
Q4 | $1.03M | Sell |
8,903
-30
| -0.3% | -$3.48K | 0.73% | 31 |
|
2013
Q3 | $1.15M | Hold |
8,933
| – | – | 0.9% | 27 |
|
2013
Q2 | $1.06M | Buy |
+8,933
| New | +$1.06M | 0.86% | 28 |
|