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