MWP
Moller Wealth Partners’s SPDR Gold Trust GLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-1,630
| Closed | -$217K | – | 48 |
|
|
2019
Q2 | $217K | Sell |
1,630
-83,584
| -98% | -$11.1M | 0.11% | 48 |
|
|
2019
Q1 | $10.4M | Sell |
85,214
-47,805
| -36% | -$5.83M | 4.66% | 7 |
|
|
2018
Q4 | $16.2M | Buy |
+133,019
| New | +$16.2M | 10.6% | 1 |
|
|
2016
Q4 | – | Sell |
-4,262
| Closed | -$535K | – | 43 |
|
|
2016
Q3 | $535K | Sell |
4,262
-125,303
| -97% | -$15.7M | 0.25% | 32 |
|
|
2016
Q2 | $16.4M | Buy |
+129,565
| New | +$16.4M | 8.02% | 4 |
|