WKWM
Walter & Keenan Wealth Management’s SPDR Gold Trust GLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-5,384
| Closed | -$575K | – | 141 |
|
|
2015
Q3 | $575K | Sell |
5,384
-200
| -4% | -$21.4K | 0.36% | 69 |
|
|
2015
Q2 | $627K | Hold |
5,584
| – | – | 0.36% | 70 |
|
|
2015
Q1 | $635K | Hold |
5,584
| – | – | 0.36% | 72 |
|
|
2014
Q4 | $634K | Hold |
5,584
| – | – | 0.36% | 74 |
|
|
2014
Q3 | $649K | Hold |
5,584
| – | – | 0.38% | 67 |
|
|
2014
Q2 | $715K | Hold |
5,584
| – | – | 0.37% | 70 |
|
|
2014
Q1 | $690K | Buy |
+5,584
| New | +$690K | 0.38% | 67 |
|