Mosaic Family Wealth’s SPDR Gold Trust GLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-415
| Closed | -$51K | – | 344 |
|
|
2019
Q1 | $51K | Hold |
415
| – | – | 0.02% | 314 |
|
|
2018
Q4 | $50K | Hold |
415
| – | – | 0.02% | 308 |
|
|
2018
Q3 | $47K | Hold |
415
| – | – | 0.02% | 323 |
|
|
2018
Q2 | $49K | Buy |
415
+15
| +4% | +$1.77K | 0.02% | 311 |
|
|
2018
Q1 | $50K | Hold |
400
| – | – | 0.02% | 309 |
|
|
2017
Q4 | $49K | Buy |
400
+273
| +215% | +$33.4K | 0.02% | 328 |
|
|
2017
Q3 | $15K | Hold |
127
| – | – | 0.01% | 504 |
|
|
2017
Q2 | $15K | Sell |
127
-10
| -7% | -$1.18K | 0.01% | 449 |
|
|
2017
Q1 | $16K | Hold |
137
| – | – | 0.01% | 454 |
|
|
2016
Q4 | $15K | Hold |
137
| – | – | 0.01% | 466 |
|
|
2016
Q3 | $17K | Hold |
137
| – | – | 0.01% | 458 |
|
|
2016
Q2 | $18K | Hold |
137
| – | – | 0.01% | 455 |
|
|
2016
Q1 | $16K | Hold |
137
| – | – | 0.01% | 468 |
|
|
2015
Q4 | $13K | Buy |
+137
| New | +$13K | 0.01% | 494 |
|