Kelman-Lazarov Inc’s SPDR Gold Trust GLD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q1
Sell
-1,292
Closed -$142K 155
2016
Q4
$142K Buy
1,292
+247
+24% +$27.1K 0.08% 119
2016
Q3
$126K Hold
1,045
0.07% 130
2016
Q2
$134K Hold
1,045
0.08% 127
2016
Q1
$122K Buy
+1,045
New +$122K 0.07% 139