GWM
Gupta Wealth Management’s SPDR Gold Trust GLD Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q1 | $4.89M | Sell |
41,521
-2,397
| -5% | -$282K | 1.14% | 16 |
|
2015
Q4 | $4.46M | Buy |
43,918
+14,823
| +51% | +$1.5M | 1.13% | 17 |
|
2015
Q3 | $3.11M | Buy |
29,095
+2,646
| +10% | +$283K | 0.76% | 29 |
|
2015
Q2 | $2.97M | Sell |
26,449
-2,015
| -7% | -$226K | 0.73% | 35 |
|
2015
Q1 | $3.24M | Buy |
+28,464
| New | +$3.24M | 0.95% | 25 |
|