WFG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $1.85M | Buy |
15,673
+4,022
| +35% | +$475K | 0.42% | 60 |
|
|
2017
Q1 | $1.38M | Sell |
11,651
-5,074
| -30% | -$602K | 0.37% | 68 |
|
|
2016
Q4 | $1.83M | Sell |
16,725
-1,069
| -6% | -$117K | 0.45% | 51 |
|
|
2016
Q3 | $2.24M | Sell |
17,794
-2,237
| -11% | -$281K | 0.56% | 35 |
|
|
2016
Q2 | $2.53M | Sell |
20,031
-1,207
| -6% | -$153K | 0.68% | 26 |
|
|
2016
Q1 | $2.5M | Buy |
21,238
+255
| +1% | +$30K | 0.72% | 24 |
|
|
2015
Q4 | $2.13M | Sell |
20,983
-1,981
| -9% | -$201K | 0.64% | 27 |
|
|
2015
Q3 | $2.45M | Buy |
22,964
+199
| +0.9% | +$21.3K | 0.77% | 24 |
|
|
2015
Q2 | $2.56M | Sell |
22,765
-2,069
| -8% | -$232K | 0.7% | 25 |
|
|
2015
Q1 | $2.82M | Sell |
24,834
-3,119
| -11% | -$355K | 0.79% | 21 |
|
|
2014
Q4 | $3.18M | Sell |
27,953
-14,477
| -34% | -$1.64M | 0.64% | 19 |
|
|
2014
Q3 | $4.93M | Sell |
42,430
-661
| -2% | -$76.8K | 0.94% | 9 |
|
|
2014
Q2 | $5.52M | Sell |
43,091
-7,271
| -14% | -$931K | 1.03% | 8 |
|
|
2014
Q1 | $6.23M | Sell |
50,362
-5,463
| -10% | -$675K | 1.25% | 7 |
|
|
2013
Q4 | $6.48M | Sell |
55,825
-5,127
| -8% | -$595K | 0.92% | 13 |
|
|
2013
Q3 | $7.81M | Buy |
60,952
+4,066
| +7% | +$521K | 1.21% | 6 |
|
|
2013
Q2 | $6.78M | Buy |
+56,886
| New | +$6.78M | 1.13% | 7 |
|