MorganRosel Wealth Management’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 |
-7,279
| Closed | -$1.3M | – | 83 |
|
|
2020
Q4 | $1.3M | Sell |
7,279
-20,578
| -74% | -$3.67M | 0.91% | 21 |
|
|
2020
Q3 | $4.93M | Buy |
27,857
+1,205
| +5% | +$213K | 3.97% | 6 |
|
|
2020
Q2 | $4.46M | Buy |
26,652
+13,525
| +103% | +$2.26M | 4.13% | 6 |
|
|
2020
Q1 | $1.94M | Sell |
13,127
-541
| -4% | -$80.1K | 2.22% | 10 |
|
|
2019
Q4 | $1.95M | Buy |
+13,668
| New | +$1.95M | 1.48% | 15 |
|