Strategic Wealth Management Group’s SPDR Gold Trust GLD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
$735K Sell
4,435
-13
-0.3% -$2.15K 0.27% 51
2021
Q1
$712K Buy
4,448
+306
+7% +$49K 0.27% 47
2020
Q4
$739K Buy
4,142
+13
+0.3% +$2.32K 0.32% 42
2020
Q3
$731K Buy
+4,129
New +$731K 0.36% 40
2020
Q1
Sell
-1,739
Closed -$249K 96
2019
Q4
$249K Buy
+1,739
New +$249K 0.16% 75