SWM
SVA Wealth Management’s SPDR Gold Trust GLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-1,449
| Closed | -$257K | – | 230 |
|
|
2020
Q3 | $257K | Sell |
1,449
-353
| -20% | -$62.6K | 0.03% | 183 |
|
|
2020
Q2 | $302K | Buy |
1,802
+350
| +24% | +$58.7K | 0.03% | 171 |
|
|
2020
Q1 | $215K | Hold |
1,452
| – | – | 0.02% | 179 |
|
|
2019
Q4 | $207K | Buy |
+1,452
| New | +$207K | 0.02% | 198 |
|
|
2015
Q4 | – | Sell |
-5,812
| Closed | -$621K | – | 211 |
|
|
2015
Q3 | $621K | Sell |
5,812
-550
| -9% | -$58.8K | 0.12% | 139 |
|
|
2015
Q2 | $715K | Sell |
6,362
-1,527
| -19% | -$172K | 0.13% | 137 |
|
|
2015
Q1 | $897K | Buy |
7,889
+5,215
| +195% | +$593K | 0.16% | 125 |
|
|
2014
Q4 | $304K | Buy |
+2,674
| New | +$304K | 0.11% | 150 |
|