CWM
Confluence Wealth Management’s SPDR Gold Trust GLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-3,990
| Closed | -$501K | – | 137 |
|
|
2016
Q3 | $501K | Hold |
3,990
| – | – | 0.24% | 88 |
|
|
2016
Q2 | $505K | Buy |
+3,990
| New | +$505K | 0.25% | 84 |
|
|
2015
Q2 | – | Sell |
-4,004
| Closed | -$455K | – | 105 |
|
|
2015
Q1 | $455K | Buy |
+4,004
| New | +$455K | 0.26% | 79 |
|