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Sargent Investment Group’s SPDR Gold Trust GLD Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-15,960
Closed -$578K 202
2022
Q4
$578K Buy
+15,960
New +$578K 0.18% 103
2019
Q3
Sell
-2,750
Closed -$366K 146
2019
Q2
$366K Buy
2,750
+920
+50% +$122K 0.17% 101
2019
Q1
$223K Hold
1,830
0.11% 122
2018
Q4
$222K Buy
+1,830
New +$222K 0.14% 114