New England Investment & Retirement Group’s iShares Gold Trust IAU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $324K | Sell |
9,689
-169
| -2% | -$5.65K | 0.07% | 80 |
|
|
2021
Q2 | $332K | Buy |
9,858
+413
| +4% | +$13.9K | 0.07% | 80 |
|
|
2021
Q1 | $307K | Buy |
+9,445
| New | +$307K | 0.07% | 76 |
|
|
2020
Q2 | – | Sell |
-1,000
| Closed | -$30K | – | 130 |
|
|
2020
Q1 | $30K | Buy |
+1,000
| New | +$30K | 0.01% | 103 |
|
|
2013
Q4 | – | Sell |
-35,624
| Closed | -$918K | – | 53 |
|
|
2013
Q3 | $918K | Sell |
35,624
-5,919
| -14% | -$153K | 0.56% | 40 |
|
|
2013
Q2 | $996K | Buy |
+41,543
| New | +$996K | 0.63% | 34 |
|