CWA
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Cypress Wealth Advisors’s SPDR Gold Trust GLD Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2017
Q2
Sell
-2,906
Closed -$345K 122
2017
Q1
$345K Hold
2,906
0.16% 120
2016
Q4
$319K Buy
2,906
+908
+45% +$99.7K 0.15% 126
2016
Q3
$251K Buy
+1,998
New +$251K 0.11% 153