Kowal Investment Group’s SPDR Gold Trust GLD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | $306K | Sell |
1,260
-1
| -0.1% | -$243 | 0.06% | 156 |
|
2024
Q2 | $271K | Buy |
1,261
+84
| +7% | +$18.1K | 0.05% | 150 |
|
2024
Q1 | $242K | Sell |
1,177
-1
| -0.1% | -$206 | 0.05% | 155 |
|
2023
Q4 | $225K | Hold |
1,178
| – | – | 0.05% | 155 |
|
2023
Q3 | $202K | Hold |
1,178
| – | – | 0.05% | 149 |
|
2023
Q2 | $210K | Sell |
1,178
-23
| -2% | -$4.1K | 0.06% | 154 |
|
2023
Q1 | $220K | Sell |
1,201
-1
| -0.1% | -$183 | 0.06% | 145 |
|
2022
Q4 | $204K | Buy |
+1,202
| New | +$204K | 0.06% | 152 |
|
2021
Q4 | – | Sell |
-570
| Closed | -$94K | – | 440 |
|
2021
Q3 | $94K | Buy |
+570
| New | +$94K | 0.03% | 158 |
|