PFA
Paradigm Financial Advisors’s SPDR Gold Trust GLD Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | $303K | Sell |
1,774
-45
| -2% | -$7.69K | 0.07% | 163 |
|
2021
Q3 | $299K | Buy |
1,819
+9
| +0.5% | +$1.48K | 0.07% | 161 |
|
2021
Q2 | $300K | Sell |
1,810
-235
| -11% | -$39K | 0.07% | 161 |
|
2021
Q1 | $327K | Sell |
2,045
-1,180
| -37% | -$189K | 0.08% | 145 |
|
2020
Q4 | $575K | Buy |
3,225
+114
| +4% | +$20.3K | 0.16% | 92 |
|
2020
Q3 | $551K | Buy |
3,111
+167
| +6% | +$29.6K | 0.16% | 73 |
|
2020
Q2 | $493K | Sell |
2,944
-202
| -6% | -$33.8K | 0.16% | 79 |
|
2020
Q1 | $466K | Sell |
3,146
-250
| -7% | -$37K | 0.17% | 80 |
|
2019
Q4 | $485K | Buy |
3,396
+382
| +13% | +$54.6K | 0.17% | 83 |
|
2019
Q3 | $419K | Buy |
3,014
+178
| +6% | +$24.7K | 0.16% | 81 |
|
2019
Q2 | $378K | Sell |
2,836
-113
| -4% | -$15.1K | 0.14% | 85 |
|
2019
Q1 | $360K | Buy |
2,949
+712
| +32% | +$86.9K | 0.14% | 84 |
|
2018
Q4 | $271K | Sell |
2,237
-105
| -4% | -$12.7K | 0.12% | 87 |
|
2018
Q3 | $264K | Buy |
+2,342
| New | +$264K | 0.1% | 98 |
|
2018
Q2 | – | Hold |
0
| – | – | – | 112 |
|
2018
Q1 | – | Hold |
0
| – | – | – | 115 |
|
2017
Q4 | – | Sell |
-1,662
| Closed | -$202K | – | 111 |
|
2017
Q3 | $202K | Buy |
+1,662
| New | +$202K | 0.1% | 104 |
|
2014
Q2 | – | Sell |
-1,381
| Closed | -$171K | – | 121 |
|
2014
Q1 | $171K | Buy |
1,381
+244
| +21% | +$30.2K | 0.16% | 81 |
|
2013
Q4 | $132K | Buy |
+1,137
| New | +$132K | 0.13% | 86 |
|