Gladstone Institutional Advisory’s Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033 GLDI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-4,110
| Closed | -$587K | – | 662 |
|
|
2022
Q3 | $587K | Buy |
4,110
+322
| +9% | +$46K | 0.05% | 362 |
|
|
2022
Q2 | $593K | Sell |
3,788
-116
| -3% | -$18.2K | 0.05% | 374 |
|
|
2022
Q1 | $665K | Buy |
3,904
+274
| +8% | +$46.7K | 0.05% | 374 |
|
|
2021
Q4 | $614K | Buy |
3,630
+2,237
| +161% | +$378K | 0.05% | 340 |
|
|
2021
Q3 | $233K | Buy |
+1,393
| New | +$233K | 0.02% | 482 |
|