SFPIA
Stevens First Principles Investment Advisors’s SPDR Gold Trust GLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | $5.6M | Buy |
42,059
+21,740
| +107% | +$2.9M | 3.25% | 9 |
|
|
2019
Q1 | $2.48M | Sell |
20,319
-490
| -2% | -$59.8K | 1.48% | 26 |
|
|
2018
Q4 | $2.52M | Sell |
20,809
-140
| -0.7% | -$17K | 1.71% | 22 |
|
|
2018
Q3 | $2.36M | Sell |
20,949
-168
| -0.8% | -$18.9K | 1.36% | 30 |
|
|
2018
Q2 | $2.51M | Buy |
+21,117
| New | +$2.51M | 1.51% | 25 |
|
|
2017
Q4 | – | Sell |
-37,713
| Closed | -$4.59M | – | 194 |
|
|
2017
Q3 | $4.59M | Hold |
37,713
| – | – | 2.49% | 13 |
|
|
2017
Q2 | $4.45M | Buy |
+37,713
| New | +$4.45M | 2.63% | 12 |
|
|
2016
Q2 | – | Hold |
0
| – | – | – | 144 |
|
|
2016
Q1 | – | Hold |
0
| – | – | – | 155 |
|