SBA
Secrest Blakey & Associates’s SPDR Gold Trust GLD Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q4 | – | Sell |
-12,213
| Closed | -$1.7M | – | 74 |
|
2019
Q3 | $1.7M | Buy |
12,213
+499
| +4% | +$69.3K | 1.4% | 19 |
|
2019
Q2 | $1.56M | Buy |
11,714
+167
| +1% | +$22.2K | 1.36% | 20 |
|
2019
Q1 | $1.41M | Sell |
11,547
-376
| -3% | -$45.9K | 1.37% | 20 |
|
2018
Q4 | $1.45M | Buy |
11,923
+648
| +6% | +$78.6K | 1.21% | 21 |
|
2018
Q3 | $1.27M | Buy |
11,275
+114
| +1% | +$12.9K | 0.98% | 27 |
|
2018
Q2 | $1.32M | Sell |
11,161
-1
| -0% | -$119 | 1.04% | 24 |
|
2018
Q1 | $1.4M | Buy |
11,162
+210
| +2% | +$26.4K | 1.2% | 22 |
|
2017
Q4 | $1.35M | Buy |
+10,952
| New | +$1.35M | 1.1% | 24 |
|