TWM
Torch Wealth Management’s SPDR Gold Trust GLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $614K | Sell |
4,303
-200
| -4% | -$28.5K | 0.34% | 69 |
|
|
2019
Q3 | $625K | Hold |
4,503
| – | – | 0.37% | 66 |
|
|
2019
Q2 | $600K | Hold |
4,503
| – | – | 0.36% | 67 |
|
|
2019
Q1 | $549K | Buy |
4,503
+480
| +12% | +$58.5K | 0.34% | 67 |
|
|
2018
Q4 | $488K | Sell |
4,023
-55
| -1% | -$6.67K | 0.35% | 62 |
|
|
2018
Q3 | $460K | Sell |
4,078
-400
| -9% | -$45.1K | 0.28% | 74 |
|
|
2018
Q2 | $531K | Buy |
4,478
+215
| +5% | +$25.5K | 0.33% | 67 |
|
|
2018
Q1 | $536K | Buy |
4,263
+325
| +8% | +$40.9K | 0.35% | 70 |
|
|
2017
Q4 | $487K | Hold |
3,938
| – | – | 0.3% | 75 |
|
|
2017
Q3 | $479K | Buy |
3,938
+435
| +12% | +$52.9K | 0.31% | 71 |
|
|
2017
Q2 | $413K | Hold |
3,503
| – | – | 0.29% | 74 |
|
|
2017
Q1 | $416K | Buy |
3,503
+250
| +8% | +$29.7K | 0.28% | 76 |
|
|
2016
Q4 | $357K | Buy |
3,253
+300
| +10% | +$32.9K | 0.25% | 80 |
|
|
2016
Q3 | $371K | Hold |
2,953
| – | – | 0.27% | 75 |
|
|
2016
Q2 | $373K | Sell |
2,953
-450
| -13% | -$56.8K | 0.27% | 77 |
|
|
2016
Q1 | $400K | Hold |
3,403
| – | – | 0.3% | 69 |
|
|
2015
Q4 | $345K | Sell |
3,403
-160
| -4% | -$16.2K | 0.25% | 78 |
|
|
2015
Q3 | $381K | Hold |
3,563
| – | – | 0.29% | 73 |
|
|
2015
Q2 | $400K | Buy |
+3,563
| New | +$400K | 0.28% | 75 |
|
|
2014
Q4 | – | Sell |
-17,750
| Closed | -$2.06M | – | 95 |
|
|
2014
Q3 | $2.06M | Sell |
17,750
-430
| -2% | -$50K | 1.51% | 23 |
|
|
2014
Q2 | $2.33M | Buy |
18,180
+500
| +3% | +$64K | 1.58% | 17 |
|
|
2014
Q1 | $2.19M | Buy |
17,680
+800
| +5% | +$98.9K | 1.58% | 18 |
|
|
2013
Q4 | $1.96M | Buy |
+16,880
| New | +$1.96M | 1.5% | 21 |
|