Financial Synergies 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-118
| Closed | -$24.3K | – | 217 |
|
|
2024
Q1 | $24.3K | Sell |
118
-8
| -6% | -$1.65K | ﹤0.01% | 177 |
|
|
2023
Q4 | $21.4K | Buy |
126
+8
| +7% | +$1.36K | ﹤0.01% | 138 |
|
|
2023
Q3 | $20.2K | Hold |
118
| – | – | ﹤0.01% | 173 |
|
|
2023
Q2 | $21K | Hold |
118
| – | – | ﹤0.01% | 162 |
|
|
2023
Q1 | $21.6K | Sell |
118
-8
| -6% | -$1.47K | ﹤0.01% | 166 |
|
|
2022
Q4 | $21.4K | Hold |
126
| – | – | ﹤0.01% | 138 |
|
|
2022
Q3 | $19.5K | Hold |
126
| – | – | ﹤0.01% | 127 |
|
|
2022
Q2 | $21.2K | Buy |
+126
| New | +$21.2K | ﹤0.01% | 133 |
|
|
2020
Q4 | – | Sell |
-2,163
| Closed | -$383K | – | 59 |
|
|
2020
Q3 | $383K | Buy |
2,163
+612
| +39% | +$108K | 0.1% | 49 |
|
|
2020
Q2 | $260K | Sell |
1,551
-1,365
| -47% | -$228K | 0.09% | 49 |
|
|
2020
Q1 | $432K | Buy |
+2,916
| New | +$432K | 0.25% | 21 |
|