Heritage Wealth Management (Arizona)’s SPDR Gold Trust GLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $1.24M | Buy |
7,286
+3,426
| +89% | +$581K | 0.18% | 96 |
|
|
2022
Q3 | $597K | Sell |
3,860
-237
| -6% | -$36.7K | 0.19% | 88 |
|
|
2022
Q2 | $690K | Buy |
4,097
+135
| +3% | +$22.7K | 0.23% | 75 |
|
|
2022
Q1 | $716K | Buy |
+3,962
| New | +$716K | 0.19% | 90 |
|
|
2021
Q3 | $282K | Buy |
1,718
+99
| +6% | +$16.3K | 0.1% | 163 |
|
|
2021
Q2 | $268K | Hold |
1,619
| – | – | 0.1% | 172 |
|
|
2021
Q1 | $259K | Buy |
+1,619
| New | +$259K | 0.15% | 122 |
|