Sargent Bickham Lagudis’s SPDR Gold Trust GLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $643K | Buy |
3,789
+1,097
| +41% | +$186K | 0.05% | 161 |
|
|
2022
Q3 | $416K | Sell |
2,692
-1,570
| -37% | -$243K | 0.04% | 182 |
|
|
2022
Q2 | $718K | Buy |
4,262
+1,604
| +60% | +$270K | 0.06% | 154 |
|
|
2022
Q1 | $480K | Hold |
2,658
| – | – | 0.04% | 186 |
|
|
2021
Q4 | $454K | Sell |
2,658
-273
| -9% | -$46.6K | 0.03% | 180 |
|
|
2021
Q3 | $481K | Sell |
2,931
-1,160
| -28% | -$190K | 0.04% | 172 |
|
|
2021
Q2 | $678K | Buy |
4,091
+2,596
| +174% | +$430K | 0.06% | 146 |
|
|
2021
Q1 | $239K | Sell |
1,495
-731
| -33% | -$117K | 0.02% | 218 |
|
|
2020
Q4 | $397K | Sell |
2,226
-1,107
| -33% | -$197K | 0.04% | 178 |
|
|
2020
Q3 | $590K | Buy |
3,333
+2,467
| +285% | +$437K | 0.06% | 131 |
|
|
2020
Q2 | $145K | Sell |
866
-780
| -47% | -$131K | 0.02% | 232 |
|
|
2020
Q1 | $244K | Buy |
1,646
+747
| +83% | +$111K | 0.03% | 186 |
|
|
2019
Q4 | $128K | Buy |
899
+262
| +41% | +$37.3K | 0.01% | 253 |
|
|
2019
Q3 | $88K | Buy |
637
+213
| +50% | +$29.4K | 0.01% | 271 |
|
|
2019
Q2 | $56K | Hold |
424
| – | – | 0.01% | 347 |
|
|
2019
Q1 | $52K | Hold |
424
| – | – | 0.01% | 384 |
|
|
2018
Q4 | $51K | Hold |
424
| – | – | 0.01% | 354 |
|
|
2018
Q3 | $48K | Sell |
424
-86
| -17% | -$9.74K | 0.01% | 373 |
|
|
2018
Q2 | $61K | Sell |
510
-666
| -57% | -$79.7K | 0.01% | 330 |
|
|
2018
Q1 | $148K | Hold |
1,176
| – | – | 0.02% | 241 |
|
|
2017
Q4 | $145K | Hold |
1,176
| – | – | 0.02% | 246 |
|
|
2017
Q3 | $143K | Buy |
1,176
+323
| +38% | +$39.3K | 0.02% | 246 |
|
|
2017
Q2 | $101K | Hold |
853
| – | – | 0.01% | 268 |
|
|
2017
Q1 | $101K | Buy |
853
+53
| +7% | +$6.28K | 0.01% | 273 |
|
|
2016
Q4 | $88K | Buy |
800
+21
| +3% | +$2.31K | 0.01% | 271 |
|
|
2016
Q3 | $98 | Buy |
779
+263
| +51% | +$33 | 0.01% | 270 |
|
|
2016
Q2 | $65K | Buy |
516
+466
| +932% | +$58.7K | 0.01% | 306 |
|
|
2016
Q1 | $6K | Buy |
+50
| New | +$6K | ﹤0.01% | 611 |
|