Divergent Wealth Advisors’s SPDR Gold Trust GLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,952
| Closed | -$331K | – | 30 |
|
|
2022
Q4 | $331K | Buy |
1,952
+109
| +6% | +$18.5K | 0.08% | 24 |
|
|
2022
Q3 | $285K | Buy |
+1,843
| New | +$285K | 0.08% | 18 |
|
|
2022
Q1 | – | Sell |
-5,985
| Closed | -$1.02M | – | 21 |
|
|
2021
Q4 | $1.02M | Buy |
+5,985
| New | +$1.02M | 0.21% | 16 |
|
|
2018
Q3 | – | Sell |
-398
| Closed | -$47K | – | 135 |
|
|
2018
Q2 | $47K | Hold |
398
| – | – | 0.02% | 63 |
|
|
2018
Q1 | $50K | Buy |
+398
| New | +$50K | 0.02% | 62 |
|