Messner & Smith Theme Value Investment Management’s Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033 GLDI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $135K | Sell |
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|
2017
Q4 | $163K | Sell |
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|
2017
Q3 | $277K | Buy |
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|
2017
Q2 | $251K | Buy |
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|
2017
Q1 | $249K | Hold |
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|
2016
Q4 | $235K | Hold |
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|
2016
Q3 | $273K | Buy |
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|
2016
Q2 | $274K | Buy |
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|
2016
Q1 | $247K | Hold |
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|
2015
Q4 | $239K | Hold |
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|
2015
Q3 | $254K | Hold |
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|
2015
Q2 | $269K | Hold |
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|
2015
Q1 | $274K | Hold |
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|
2014
Q4 | $278K | Hold |
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|
2014
Q3 | $293K | Buy |
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|
2014
Q2 | $172K | Buy |
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|
2014
Q1 | $8K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $182K | Buy |
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