Hochman Cole Investment Advisors’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
Q3 | $214K | Hold |
1,304
| – | – | 0.08% | 124 |
|
|
2021
Q2 | $216K | Sell |
1,304
-46
| -3% | -$7.62K | 0.09% | 122 |
|
|
2021
Q1 | $216K | Sell |
1,350
-7,130
| -84% | -$1.14M | 0.09% | 122 |
|
|
2020
Q4 | $1.51M | Buy |
8,480
+6,241
| +279% | +$1.11M | 0.65% | 32 |
|
|
2020
Q3 | $397K | Sell |
2,239
-39
| -2% | -$6.92K | 0.2% | 76 |
|
|
2020
Q2 | $381K | Buy |
+2,278
| New | +$381K | 0.21% | 76 |
|
|
2019
Q2 | – | Sell |
-4,414
| Closed | -$539K | – | 112 |
|
|
2019
Q1 | $539K | Sell |
4,414
-467
| -10% | -$57K | 0.32% | 63 |
|
|
2018
Q4 | $592K | Buy |
4,881
+2,255
| +86% | +$274K | 0.41% | 53 |
|
|
2018
Q3 | $296K | Buy |
2,626
+748
| +40% | +$84.3K | 0.18% | 84 |
|
|
2018
Q2 | $223K | Hold |
1,878
| – | – | 0.15% | 94 |
|
|
2018
Q1 | $236K | Hold |
1,878
| – | – | 0.16% | 89 |
|
|
2017
Q4 | $232K | Buy |
1,878
+175
| +10% | +$21.6K | 0.15% | 90 |
|
|
2017
Q3 | $207K | Sell |
1,703
-5,073
| -75% | -$617K | 0.14% | 94 |
|
|
2017
Q2 | $800K | Buy |
6,776
+337
| +5% | +$39.8K | 0.55% | 43 |
|
|
2017
Q1 | $764K | Buy |
+6,439
| New | +$764K | 0.56% | 41 |
|