Wellesley Investment Partners’s SPDR Gold Trust GLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-2,056
| Closed | -$250K | – | 116 |
|
|
2019
Q1 | $250K | Buy |
2,056
+125
| +6% | +$15.2K | 0.09% | 104 |
|
|
2018
Q4 | $234K | Buy |
1,931
+66
| +4% | +$8K | 0.08% | 110 |
|
|
2018
Q3 | $210K | Hold |
1,865
| – | – | 0.07% | 123 |
|
|
2018
Q2 | $221K | Sell |
1,865
-29
| -2% | -$3.44K | 0.08% | 126 |
|
|
2018
Q1 | $238K | Buy |
1,894
+175
| +10% | +$22K | 0.09% | 115 |
|
|
2017
Q4 | $212K | Hold |
1,719
| – | – | 0.08% | 122 |
|
|
2017
Q3 | $208K | Hold |
1,719
| – | – | 0.09% | 117 |
|
|
2017
Q2 | $202K | Buy |
+1,719
| New | +$202K | 0.08% | 117 |
|