CPA
Clear Perspective Advisors’s SPDR Gold Trust GLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $484K | Buy |
2,829
+35
| +1% | +$5.99K | 0.15% | 104 |
|
|
2021
Q3 | $459K | Sell |
2,794
-28
| -1% | -$4.6K | 0.16% | 95 |
|
|
2021
Q2 | $467K | Buy |
2,822
+28
| +1% | +$4.63K | 0.16% | 92 |
|
|
2021
Q1 | $447K | Buy |
2,794
+35
| +1% | +$5.6K | 0.17% | 91 |
|
|
2020
Q4 | $492K | Buy |
2,759
+171
| +7% | +$30.5K | 0.2% | 90 |
|
|
2020
Q3 | $984 | Hold |
2,588
| – | – | 0.46% | 43 |
|
|
2020
Q2 | $433K | Hold |
2,588
| – | – | 0.24% | 79 |
|
|
2020
Q1 | $383K | Sell |
2,588
-15
| -0.6% | -$2.22K | 0.26% | 75 |
|
|
2019
Q4 | $372K | Sell |
2,603
-3,653
| -58% | -$522K | 0.23% | 95 |
|
|
2019
Q3 | $848K | Buy |
6,256
+2,603
| +71% | +$353K | 0.38% | 57 |
|
|
2019
Q2 | $487K | Sell |
3,653
-40
| -1% | -$5.33K | 0.31% | 79 |
|
|
2019
Q1 | $451K | Sell |
3,693
-1,000
| -21% | -$122K | 0.32% | 85 |
|
|
2018
Q4 | $569K | Sell |
4,693
-120
| -2% | -$14.5K | 0.47% | 66 |
|
|
2018
Q3 | $543K | Buy |
4,813
+260
| +6% | +$29.3K | 0.4% | 78 |
|
|
2018
Q2 | $540K | Buy |
4,553
+53
| +1% | +$6.29K | 0.38% | 78 |
|
|
2018
Q1 | $566K | Hold |
4,500
| – | – | 0.42% | 69 |
|
|
2017
Q4 | $556K | Buy |
4,500
+1,850
| +70% | +$229K | 0.43% | 66 |
|
|
2017
Q3 | $322K | Buy |
2,650
+150
| +6% | +$18.2K | 0.26% | 98 |
|
|
2017
Q2 | $295K | Buy |
2,500
+1,100
| +79% | +$130K | 0.25% | 99 |
|
|
2017
Q1 | $166K | Buy |
1,400
+975
| +229% | +$116K | 0.11% | 129 |
|
|
2016
Q4 | $47K | Buy |
+425
| New | +$47K | 0.03% | 207 |
|