Milestone Advisory Partners’s SPDR Gold Trust GLD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-9,791
Closed -$1.75M 85
2020
Q4
$1.75M Sell
9,791
-13,771
-58% -$2.46M 1% 27
2020
Q3
$4.17M Buy
+23,562
New +$4.17M 2.6% 13