West Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-25
| Closed | -$4.29K | – | 178 |
|
|
2023
Q3 | $4.29K | Hold |
25
| – | – | ﹤0.01% | 159 |
|
|
2023
Q2 | $4.46K | Hold |
25
| – | – | ﹤0.01% | 142 |
|
|
2023
Q1 | $4.58K | Hold |
25
| – | – | ﹤0.01% | 129 |
|
|
2022
Q4 | $4.24K | Hold |
25
| – | – | ﹤0.01% | 126 |
|
|
2022
Q3 | $4K | Hold |
25
| – | – | ﹤0.01% | 154 |
|
|
2022
Q2 | $4K | Hold |
25
| – | – | ﹤0.01% | 141 |
|
|
2022
Q1 | $5K | Hold |
25
| – | – | ﹤0.01% | 165 |
|
|
2021
Q4 | $4K | Hold |
25
| – | – | ﹤0.01% | 162 |
|
|
2021
Q3 | $4K | Hold |
25
| – | – | ﹤0.01% | 135 |
|
|
2021
Q2 | $4K | Hold |
25
| – | – | ﹤0.01% | 133 |
|
|
2021
Q1 | $4K | Hold |
25
| – | – | ﹤0.01% | 132 |
|
|
2020
Q4 | $4K | Buy |
+25
| New | +$4K | ﹤0.01% | 132 |
|