Lenox Wealth Advisors’s SPDR Gold Trust GLD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | $19K | Sell |
106
-8
| -7% | -$1.43K | ﹤0.01% | 388 |
|
2021
Q4 | $19K | Buy |
114
+58
| +104% | +$9.67K | ﹤0.01% | 409 |
|
2021
Q3 | $9K | Hold |
56
| – | – | ﹤0.01% | 482 |
|
2021
Q2 | $9K | Buy |
+56
| New | +$9K | ﹤0.01% | 488 |
|
2020
Q1 | – | Sell |
-486
| Closed | -$69K | – | 840 |
|
2019
Q4 | $69K | Buy |
+486
| New | +$69K | 0.01% | 144 |
|
2015
Q2 | – | Sell |
-77
| Closed | -$9K | – | 312 |
|
2015
Q1 | $9K | Buy |
+77
| New | +$9K | ﹤0.01% | 166 |
|
2014
Q1 | – | Sell |
-106
| Closed | -$12K | – | 248 |
|
2013
Q4 | $12K | Buy |
+106
| New | +$12K | 0.01% | 151 |
|