Naviter 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
2022
Q3
Sell
-1,200
Closed -$202K 190
2022
Q2
$202K Hold
1,200
0.08% 176
2022
Q1
$217K Sell
1,200
-3,310
-73% -$599K 0.07% 88
2021
Q4
$771K Buy
+4,510
New +$771K 0.23% 66