Lake Street Advisors Group’s SPDR Gold MiniShares Trust GLDM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-5,498
| Closed | -$200K | – | 315 |
|
2021
Q4 | $200K | Buy |
+5,498
| New | +$200K | 0.01% | 193 |
|
2021
Q3 | – | Sell |
-5,589
| Closed | -$195K | – | 306 |
|
2021
Q2 | $195K | Buy |
5,589
+307
| +6% | +$10.7K | 0.01% | 321 |
|
2021
Q1 | $180K | Hold |
5,282
| – | – | 0.01% | 315 |
|
2020
Q4 | $200K | Hold |
5,282
| – | – | 0.02% | 298 |
|
2020
Q3 | $199K | Buy |
+5,282
| New | +$199K | 0.02% | 270 |
|