Novak Financial Planning’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
Q2
$8.21M Sell
49,537
-2,298
-4% -$381K 4.02% 3
2021
Q1
$8.29M Sell
51,835
-2,645
-5% -$423K 4.55% 1
2020
Q4
$9.72M Buy
+54,480
New +$9.72M 5.72% 1