Integrated Wealth Management’s SPDR Gold Trust GLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-1,348
| Closed | -$169K | – | 542 |
|
|
2016
Q3 | $169K | Sell |
1,348
-641
| -32% | -$80.4K | 0.06% | 253 |
|
|
2016
Q2 | $252K | Sell |
1,989
-476
| -19% | -$60.3K | 0.1% | 182 |
|
|
2016
Q1 | $290K | Hold |
2,465
| – | – | 0.12% | 141 |
|
|
2015
Q4 | $250K | Sell |
2,465
-314
| -11% | -$31.8K | 0.11% | 152 |
|
|
2015
Q3 | $297K | Buy |
2,779
+81
| +3% | +$8.66K | 0.13% | 137 |
|
|
2015
Q2 | $303K | Sell |
2,698
-215
| -7% | -$24.1K | 0.12% | 139 |
|
|
2015
Q1 | $331K | Buy |
+2,913
| New | +$331K | 0.14% | 128 |
|