TrueWealth LLC’s SPDR Gold Trust GLD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q2 | $102K | Hold |
609
| – | – | 0.04% | 202 |
|
2020
Q1 | $90K | Hold |
609
| – | – | 0.04% | 191 |
|
2019
Q4 | $87K | Buy |
609
+88
| +17% | +$12.6K | 0.04% | 215 |
|
2019
Q3 | $72K | Hold |
521
| – | – | 0.03% | 228 |
|
2019
Q2 | $69K | Sell |
521
-20
| -4% | -$2.65K | 0.03% | 232 |
|
2019
Q1 | $66K | Sell |
541
-10
| -2% | -$1.22K | 0.03% | 235 |
|
2018
Q4 | $67K | Hold |
551
| – | – | 0.03% | 219 |
|
2018
Q3 | $62K | Hold |
551
| – | – | 0.03% | 242 |
|
2018
Q2 | $65K | Hold |
551
| – | – | 0.03% | 229 |
|
2018
Q1 | $69K | Hold |
551
| – | – | 0.03% | 228 |
|
2017
Q4 | $68K | Buy |
+551
| New | +$68K | 0.03% | 251 |
|