SMFS
Squar Milner Financial Services’s SPDR Gold Trust GLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-5,100
| Closed | -$854K | – | 72 |
|
|
2020
Q2 | $854K | Sell |
5,100
-200
| -4% | -$33.5K | 0.49% | 50 |
|
|
2020
Q1 | $784K | Sell |
5,300
-3
| -0.1% | -$444 | 0.47% | 35 |
|
|
2019
Q4 | $757K | Buy |
5,303
+100
| +2% | +$14.3K | 0.38% | 49 |
|
|
2019
Q3 | $922K | Sell |
5,203
-97
| -2% | -$17.2K | 0.47% | 55 |
|
|
2019
Q2 | $706K | Buy |
5,300
+3,100
| +141% | +$413K | 0.48% | 38 |
|
|
2019
Q1 | $268K | Hold |
2,200
| – | – | 0.2% | 120 |
|
|
2018
Q4 | $267K | Hold |
2,200
| – | – | 0.26% | 101 |
|
|
2018
Q3 | $248K | Hold |
2,200
| – | – | 0.22% | 121 |
|
|
2018
Q2 | $261K | Hold |
2,200
| – | – | 0.23% | 117 |
|
|
2018
Q1 | $277K | Hold |
2,200
| – | – | 0.35% | 106 |
|
|
2017
Q4 | $280K | Buy |
+2,200
| New | +$280K | 0.34% | 104 |
|