SYM Financial Corp’s SPDR Gold Trust GLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $495K | Sell |
1,625
-100
| -6% | -$30.5K | 0.06% | 125 |
|
|
2025
Q1 | $497K | Sell |
1,725
-422
| -20% | -$122K | 0.06% | 106 |
|
|
2024
Q4 | $520K | Sell |
2,147
-621
| -22% | -$150K | 0.07% | 88 |
|
|
2024
Q3 | $673K | Buy |
2,768
+575
| +26% | +$140K | 0.09% | 56 |
|
|
2024
Q2 | $472K | Buy |
2,193
+420
| +24% | +$90.3K | 0.08% | 57 |
|
|
2024
Q1 | $365K | Sell |
1,773
-340
| -16% | -$69.9K | 0.06% | 61 |
|
|
2023
Q4 | $404K | Sell |
2,113
-86
| -4% | -$16.4K | 0.07% | 56 |
|
|
2023
Q3 | $377K | Buy |
2,199
+690
| +46% | +$118K | 0.07% | 58 |
|
|
2023
Q2 | $269K | Hold |
1,509
| – | – | 0.05% | 50 |
|
|
2023
Q1 | $276K | Hold |
1,509
| – | – | 0.06% | 47 |
|
|
2022
Q4 | $256K | Sell |
1,509
-30
| -2% | -$5.09K | 0.06% | 54 |
|
|
2022
Q3 | $238K | Hold |
1,539
| – | – | 0.12% | 52 |
|
|
2022
Q2 | $259K | Hold |
1,539
| – | – | 0.12% | 46 |
|
|
2022
Q1 | $278K | Buy |
+1,539
| New | +$278K | 0.12% | 44 |
|
|
2019
Q1 | – | Sell |
-1,746
| Closed | -$212K | – | 70 |
|
|
2018
Q4 | $212K | Buy |
+1,746
| New | +$212K | 0.08% | 40 |
|
|
2018
Q3 | – | Sell |
-1,746
| Closed | -$207K | – | 83 |
|
|
2018
Q2 | $207K | Hold |
1,746
| – | – | 0.12% | 25 |
|
|
2018
Q1 | $220K | Buy |
1,746
+60
| +4% | +$7.56K | 0.13% | 31 |
|
|
2017
Q4 | $208K | Buy |
+1,686
| New | +$208K | 0.09% | 44 |
|