Fusion Family Wealth’s SPDR Gold Trust GLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-146
| Closed | -$23K | – | 60 |
|
|
2021
Q1 | $23K | Hold |
146
| – | – | ﹤0.01% | 69 |
|
|
2020
Q4 | $26K | Hold |
146
| – | – | ﹤0.01% | 64 |
|
|
2020
Q3 | $26K | Hold |
146
| – | – | 0.01% | 66 |
|
|
2020
Q2 | $24K | Hold |
146
| – | – | 0.01% | 66 |
|
|
2020
Q1 | $22K | Hold |
146
| – | – | 0.01% | 75 |
|
|
2019
Q4 | $21K | Sell |
146
-25
| -15% | -$3.6K | ﹤0.01% | 85 |
|
|
2019
Q3 | $24K | Sell |
171
-180
| -51% | -$25.3K | 0.01% | 84 |
|
|
2019
Q2 | $47K | Buy |
351
+45
| +15% | +$6.03K | 0.01% | 77 |
|
|
2019
Q1 | $37K | Sell |
306
-10
| -3% | -$1.21K | 0.01% | 74 |
|
|
2018
Q4 | $38K | Sell |
316
-61
| -16% | -$7.34K | 0.01% | 121 |
|
|
2018
Q3 | $43K | Hold |
377
| – | – | 0.01% | 122 |
|
|
2018
Q2 | $45K | Sell |
377
-64
| -15% | -$7.64K | 0.01% | 133 |
|
|
2018
Q1 | $55K | Sell |
441
-68
| -13% | -$8.48K | 0.02% | 108 |
|
|
2017
Q4 | $63K | Sell |
509
-883
| -63% | -$109K | 0.02% | 119 |
|
|
2017
Q3 | $169K | Sell |
1,392
-638
| -31% | -$77.5K | 0.06% | 54 |
|
|
2017
Q2 | $240K | Sell |
2,030
-30
| -1% | -$3.55K | 0.08% | 64 |
|
|
2017
Q1 | $241K | Hold |
2,060
| – | – | 0.09% | 63 |
|
|
2016
Q4 | $234K | Buy |
+2,060
| New | +$234K | 0.14% | 65 |
|