CLA (CliftonLarsonAllen) Wealth Advisors’s SPDR Gold Trust GLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-3,436
| Closed | -$564K | – | 215 |
|
|
2021
Q3 | $564K | Sell |
3,436
-645
| -16% | -$106K | 0.02% | 209 |
|
|
2021
Q2 | $676K | Buy |
+4,081
| New | +$676K | 0.03% | 192 |
|
|
2015
Q3 | – | Sell |
-4,598
| Closed | -$517K | – | 128 |
|
|
2015
Q2 | $517K | Buy |
+4,598
| New | +$517K | 0.1% | 105 |
|