JFM
GLDW
Jackson Financial Management’s SPDR Long Dollar Gold Trust GLDW Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q3 | – | Sell |
-38,946
| Closed | -$5.46M | – | 40 |
|
2019
Q2 | $5.46M | Buy |
38,946
+1,380
| +4% | +$194K | 3.56% | 13 |
|
2019
Q1 | $4.85M | Sell |
37,566
-1,209
| -3% | -$156K | 3.22% | 12 |
|
2018
Q4 | $4.88M | Sell |
38,775
-165
| -0.4% | -$20.7K | 5.39% | 6 |
|
2018
Q3 | $4.49M | Sell |
38,940
-543
| -1% | -$62.6K | 3.57% | 11 |
|
2018
Q2 | $4.73M | Buy |
39,483
+4,880
| +14% | +$585K | 4.22% | 11 |
|
2018
Q1 | $4.16M | Sell |
34,603
-155
| -0.4% | -$18.6K | 3.82% | 12 |
|
2017
Q4 | $4.2M | Buy |
+34,758
| New | +$4.2M | 3.84% | 11 |
|