Halpern Financial’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
Q1 | – | Sell |
-230
| Closed | -$43.5K | – | 228 |
|
2023
Q4 | $43.5K | Buy |
+230
| New | +$43.5K | 0.01% | 95 |
|
2022
Q2 | – | Sell |
-6,551
| Closed | -$1.18M | – | 327 |
|
2022
Q1 | $1.18M | Buy |
6,551
+6,501
| +13,002% | +$1.17M | 0.44% | 25 |
|
2021
Q4 | $8.55K | Hold |
50
| – | – | ﹤0.01% | 196 |
|
2021
Q3 | $8.21K | Buy |
+50
| New | +$8.21K | ﹤0.01% | 192 |
|