Sugarloaf Wealth Management’s SPDR Gold Trust GLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $21.8K | Sell |
90
-71
| -44% | -$17.2K | ﹤0.01% | 394 |
|
|
2024
Q3 | $39.1K | Buy |
161
+71
| +79% | +$17.3K | 0.01% | 332 |
|
|
2024
Q2 | $19.4K | Hold |
90
| – | – | ﹤0.01% | 404 |
|
|
2024
Q1 | $18.5K | Hold |
90
| – | – | ﹤0.01% | 414 |
|
|
2023
Q4 | $17.2K | Sell |
90
-150
| -63% | -$28.7K | ﹤0.01% | 419 |
|
|
2023
Q3 | $41.1K | Hold |
240
| – | – | 0.01% | 306 |
|
|
2023
Q2 | $42.8K | Sell |
240
-135
| -36% | -$24.1K | 0.01% | 309 |
|
|
2023
Q1 | $68.7K | Hold |
375
| – | – | 0.02% | 244 |
|
|
2022
Q4 | $63.6K | Sell |
375
-80
| -18% | -$13.6K | 0.02% | 251 |
|
|
2022
Q3 | $71K | Sell |
455
-20
| -4% | -$3.12K | 0.02% | 242 |
|
|
2022
Q2 | $80K | Hold |
475
| – | – | 0.02% | 214 |
|
|
2022
Q1 | $86K | Buy |
475
+100
| +27% | +$18.1K | 0.02% | 204 |
|
|
2021
Q4 | $64K | Hold |
375
| – | – | 0.02% | 253 |
|
|
2021
Q3 | $62K | Sell |
375
-33
| -8% | -$5.46K | 0.02% | 243 |
|
|
2021
Q2 | $68K | Sell |
408
-15
| -4% | -$2.5K | 0.02% | 234 |
|
|
2021
Q1 | $68 | Hold |
423
| – | – | 0.02% | 233 |
|
|
2020
Q4 | $75K | Hold |
423
| – | – | 0.03% | 205 |
|
|
2020
Q3 | $75K | Buy |
+423
| New | +$75K | 0.03% | 180 |
|
|
2020
Q1 | – | Sell |
-773
| Closed | -$110K | – | 707 |
|
|
2019
Q4 | $110K | Buy |
+773
| New | +$110K | 0.05% | 169 |
|