Nicolet Advisory Services’s SPDR Gold Trust GLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,809
| Closed | -$321K | – | 320 |
|
|
2023
Q2 | $321K | Buy |
+1,809
| New | +$321K | 0.04% | 214 |
|
|
2022
Q3 | – | Sell |
-1,550
| Closed | -$251K | – | 194 |
|
|
2022
Q2 | $251K | Hold |
1,550
| – | – | 0.04% | 152 |
|
|
2022
Q1 | $281K | Hold |
1,550
| – | – | 0.04% | 155 |
|
|
2021
Q4 | $265K | Hold |
1,550
| – | – | 0.03% | 162 |
|
|
2021
Q3 | $255K | Sell |
1,550
-22
| -1% | -$3.62K | 0.03% | 170 |
|
|
2021
Q2 | $260K | Hold |
1,572
| – | – | 0.03% | 156 |
|
|
2021
Q1 | $251K | Buy |
+1,572
| New | +$251K | 0.04% | 150 |
|
|
2020
Q3 | – | Sell |
-2,367
| Closed | -$396K | – | 188 |
|
|
2020
Q2 | $396K | Hold |
2,367
| – | – | 0.06% | 127 |
|
|
2020
Q1 | $350K | Buy |
+2,367
| New | +$350K | 0.06% | 127 |
|