TLFA
True Link Financial Advisors’s SPDR Gold Trust GLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-7,700
| Closed | -$1.32M | – | 80 |
|
|
2023
Q3 | $1.32M | Sell |
7,700
-25
| -0.3% | -$4.29K | 0.16% | 40 |
|
|
2023
Q2 | $1.38M | Hold |
7,725
| – | – | 0.17% | 39 |
|
|
2023
Q1 | $1.42M | Hold |
7,725
| – | – | 0.18% | 43 |
|
|
2022
Q4 | $1.31M | Sell |
7,725
-63
| -0.8% | -$10.7K | 0.18% | 43 |
|
|
2022
Q3 | $1.21M | Hold |
7,788
| – | – | 0.17% | 49 |
|
|
2022
Q2 | $1.31M | Hold |
7,788
| – | – | 0.2% | 51 |
|
|
2022
Q1 | $1.41M | Hold |
7,788
| – | – | 0.2% | 48 |
|
|
2021
Q4 | $1.33M | Buy |
7,788
+63
| +0.8% | +$10.8K | 0.18% | 61 |
|
|
2021
Q3 | $1.27M | Buy |
7,725
+2,775
| +56% | +$456K | 0.17% | 60 |
|
|
2021
Q2 | $820K | Hold |
4,950
| – | – | 0.12% | 68 |
|
|
2021
Q1 | $792K | Buy |
4,950
+4,350
| +725% | +$696K | 0.11% | 79 |
|
|
2020
Q4 | $107K | Buy |
+600
| New | +$107K | 0.02% | 391 |
|