Concert 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-7,738
| Closed | -$850K | – | 260 |
|
|
2017
Q1 | $850K | Sell |
7,738
-2,822
| -27% | -$310K | 0.19% | 154 |
|
|
2016
Q4 | $1.16M | Sell |
10,560
-9,198
| -47% | -$1.01M | 0.26% | 111 |
|
|
2016
Q3 | $2.49M | Buy |
19,758
+4,823
| +32% | +$607K | 0.3% | 72 |
|
|
2016
Q2 | $1.89M | Sell |
14,935
-12,866
| -46% | -$1.63M | 0.26% | 94 |
|
|
2016
Q1 | $3.28M | Buy |
27,801
+12,185
| +78% | +$1.44M | 0.44% | 46 |
|
|
2015
Q4 | $1.58M | Buy |
+15,616
| New | +$1.58M | 0.21% | 119 |
|