Grassi Investment Management’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
Q4 | – | Sell |
-4,200
| Closed | -$690K | – | 147 |
|
|
2021
Q3 | $690K | Hold |
4,200
| – | – | 0.08% | 97 |
|
|
2021
Q2 | $696K | Hold |
4,200
| – | – | 0.08% | 98 |
|
|
2021
Q1 | $672K | Hold |
4,200
| – | – | 0.08% | 95 |
|
|
2020
Q4 | $749K | Hold |
4,200
| – | – | 0.1% | 87 |
|
|
2020
Q3 | $744K | Hold |
4,200
| – | – | 0.11% | 85 |
|
|
2020
Q2 | $703K | Buy |
+4,200
| New | +$703K | 0.1% | 85 |
|
|
2019
Q2 | – | Sell |
-3,200
| Closed | -$390K | – | 124 |
|
|
2019
Q1 | $390K | Buy |
+3,200
| New | +$390K | 0.06% | 107 |
|