LeJeune Puetz Investment Counsel’s SPDR Gold Trust GLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $142K | Hold |
775
| – | – | 0.05% | 182 |
|
|
2022
Q4 | $131K | Hold |
775
| – | – | 0.05% | 181 |
|
|
2022
Q3 | $120K | Hold |
775
| – | – | 0.05% | 182 |
|
|
2022
Q2 | $130K | Buy |
775
+150
| +24% | +$25.2K | 0.05% | 179 |
|
|
2022
Q1 | $112K | Hold |
625
| – | – | 0.04% | 186 |
|
|
2021
Q4 | $107K | Hold |
625
| – | – | 0.04% | 194 |
|
|
2021
Q3 | $103K | Hold |
625
| – | – | 0.04% | 194 |
|
|
2021
Q2 | $104K | Buy |
+625
| New | +$104K | 0.04% | 185 |
|
|
2021
Q1 | – | Sell |
-625
| Closed | -$111K | – | 184 |
|
|
2020
Q4 | $111K | Hold |
625
| – | – | 0.05% | 179 |
|
|
2020
Q3 | $111K | Hold |
625
| – | – | 0.05% | 171 |
|
|
2020
Q2 | $105K | Buy |
+625
| New | +$105K | 0.05% | 167 |
|
|
2019
Q3 | – | Sell |
-785
| Closed | -$105K | – | 180 |
|
|
2019
Q2 | $105K | Buy |
+785
| New | +$105K | 0.05% | 178 |
|