RE Dickinson Investment Advisors’s SPDR Gold Trust GLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $518K | Sell |
214
-368
| -63% | -$891K | 0.03% | 88 |
|
|
2024
Q3 | $141K | Buy |
582
+368
| +172% | +$89.4K | 0.08% | 57 |
|
|
2024
Q2 | $46K | Hold |
214
| – | – | 0.03% | 93 |
|
|
2024
Q1 | $44K | Hold |
214
| – | – | 0.03% | 86 |
|
|
2023
Q4 | $41K | Sell |
214
-53
| -20% | -$10.2K | 0.03% | 88 |
|
|
2023
Q3 | $46K | Hold |
267
| – | – | 0.03% | 84 |
|
|
2023
Q2 | $48K | Buy |
267
+53
| +25% | +$9.53K | 0.02% | 158 |
|
|
2023
Q1 | $39K | Sell |
214
-72
| -25% | -$13.1K | 0.01% | 172 |
|
|
2022
Q4 | $49K | Hold |
286
| – | – | 0.02% | 146 |
|
|
2022
Q3 | $44K | Buy |
286
+72
| +34% | +$11.1K | 0.04% | 76 |
|
|
2022
Q2 | $36 | Hold |
214
| – | – | 0.01% | 92 |
|
|
2022
Q1 | $39K | Buy |
214
+66
| +45% | +$12K | 0.03% | 101 |
|
|
2021
Q4 | $25K | Buy |
+148
| New | +$25K | 0.02% | 117 |
|