Wealthstreet Investment Advisors’s SPDR Gold Trust GLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-8,788
| Closed | -$1.41M | – | 184 |
|
|
2021
Q1 | $1.41M | Sell |
8,788
-1,049
| -11% | -$168K | 0.14% | 142 |
|
|
2020
Q4 | $1.76M | Buy |
9,837
+304
| +3% | +$54.2K | 0.18% | 123 |
|
|
2020
Q3 | $1.69M | Buy |
9,533
+5,953
| +166% | +$1.05M | 0.19% | 115 |
|
|
2020
Q2 | $599K | Buy |
3,580
+2,100
| +142% | +$351K | 0.07% | 187 |
|
|
2020
Q1 | $219K | Sell |
1,480
-4
| -0.3% | -$592 | 0.03% | 275 |
|
|
2019
Q4 | $212K | Buy |
+1,484
| New | +$212K | 0.02% | 331 |
|
|
2019
Q3 | – | Sell |
-1,576
| Closed | -$210K | – | 339 |
|
|
2019
Q2 | $210K | Sell |
1,576
-1,107
| -41% | -$148K | 0.03% | 326 |
|
|
2019
Q1 | $327K | Buy |
2,683
+77
| +3% | +$9.39K | 0.04% | 270 |
|
|
2018
Q4 | $321K | Sell |
2,606
-171
| -6% | -$21.1K | 0.05% | 262 |
|
|
2018
Q3 | $313K | Buy |
2,777
+23
| +0.8% | +$2.59K | 0.04% | 287 |
|
|
2018
Q2 | $327K | Buy |
2,754
+946
| +52% | +$112K | 0.04% | 278 |
|
|
2018
Q1 | $227K | Buy |
+1,808
| New | +$227K | 0.03% | 315 |
|