Steward Partners Investment Advisory’s Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033 GLDI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Hold |
0
| – | -$14K | – | 1311 |
|
|
2018
Q3 | – | Hold |
0
| – | -$14K | – | 1725 |
|
|
2018
Q2 | – | Hold |
0
| – | -$17K | – | 1609 |
|
|
2018
Q1 | – | Hold |
0
| – | -$17K | – | 1398 |
|
|
2017
Q4 | – | Hold |
0
| – | -$17K | – | 1181 |
|
|
2017
Q3 | – | Sell |
-98
| Closed | -$17K | – | 980 |
|
|
2017
Q2 | $17K | Sell |
98
-11
| -10% | -$1.91K | ﹤0.01% | 908 |
|
|
2017
Q1 | $20K | Buy |
+109
| New | +$20K | ﹤0.01% | 759 |
|
|
2016
Q4 | – | Hold |
0
| – | – | – | 634 |
|