Icon Wealth Partners’s SPDR Gold Trust GLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-588
| Closed | -$105K | – | 409 |
|
|
2023
Q2 | $105K | Sell |
588
-35
| -6% | -$6.24K | 0.01% | 404 |
|
|
2023
Q1 | $114K | Buy |
+623
| New | +$114K | 0.01% | 387 |
|
|
2019
Q2 | – | Sell |
-389
| Closed | -$47K | – | 400 |
|
|
2019
Q1 | $47K | Buy |
+389
| New | +$47K | 0.02% | 367 |
|
|
2018
Q3 | – | Sell |
-305
| Closed | -$36K | – | 438 |
|
|
2018
Q2 | $36K | Buy |
+305
| New | +$36K | 0.02% | 457 |
|
|
2018
Q1 | – | Sell |
-5
| Closed | -$1K | – | 439 |
|
|
2017
Q4 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 852 |
|