FFSOTS
Fiduciary Financial Services of The Southwest’s SPDR Gold Trust GLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $1.25M | Sell |
8,712
-107
| -1% | -$15.3K | 0.33% | 77 |
|
|
2019
Q3 | $1.23M | Buy |
8,819
+104
| +1% | +$14.4K | 0.33% | 74 |
|
|
2019
Q2 | $1.16M | Sell |
8,715
-62
| -0.7% | -$8.26K | 0.33% | 79 |
|
|
2019
Q1 | $1.07M | Hold |
8,777
| – | – | 0.31% | 80 |
|
|
2018
Q4 | $1.06M | Sell |
8,777
-1,630
| -16% | -$198K | 0.34% | 77 |
|
|
2018
Q3 | $1.17M | Sell |
10,407
-976
| -9% | -$110K | 0.33% | 74 |
|
|
2018
Q2 | $1.35M | Sell |
11,383
-401
| -3% | -$47.6K | 0.41% | 67 |
|
|
2018
Q1 | $1.48M | Sell |
11,784
-2,305
| -16% | -$290K | 0.45% | 63 |
|
|
2017
Q4 | $1.74M | Sell |
14,089
-1,012
| -7% | -$125K | 0.51% | 62 |
|
|
2017
Q3 | $1.84M | Sell |
15,101
-646
| -4% | -$78.5K | 0.55% | 59 |
|
|
2017
Q2 | $1.86M | Sell |
15,747
-766
| -5% | -$90.4K | 0.57% | 58 |
|
|
2017
Q1 | $1.96M | Sell |
16,513
-60
| -0.4% | -$7.12K | 0.62% | 51 |
|
|
2016
Q4 | $1.82M | Sell |
16,573
-752
| -4% | -$82.4K | 0.6% | 53 |
|
|
2016
Q3 | $2.18M | Buy |
17,325
+954
| +6% | +$120K | 0.7% | 48 |
|
|
2016
Q2 | $2.07M | Buy |
+16,371
| New | +$2.07M | 0.67% | 47 |
|
|
2014
Q4 | – | Sell |
-17,274
| Closed | -$2.01M | – | 170 |
|
|
2014
Q3 | $2.01M | Sell |
17,274
-650
| -4% | -$75.5K | 0.57% | 62 |
|
|
2014
Q2 | $2.3M | Sell |
17,924
-862
| -5% | -$110K | 0.64% | 59 |
|
|
2014
Q1 | $2.32M | Sell |
18,786
-1,043
| -5% | -$129K | 0.7% | 53 |
|
|
2013
Q4 | $2.3M | Sell |
19,829
-7,788
| -28% | -$905K | 0.72% | 49 |
|
|
2013
Q3 | $3.54M | Sell |
27,617
-5,748
| -17% | -$737K | 1.17% | 25 |
|
|
2013
Q2 | $3.97M | Buy |
+33,365
| New | +$3.97M | 1.32% | 23 |
|