WWM
Willingdon Wealth Management’s SPDR Gold Trust GLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $18.6M | Buy |
125,447
+24,596
| +24% | +$3.64M | 4.68% | 2 |
|
|
2019
Q4 | $14.4M | Buy |
100,851
+6,945
| +7% | +$992K | 2.96% | 3 |
|
|
2019
Q3 | $13M | Buy |
93,906
+92,857
| +8,852% | +$12.9M | 2.87% | 5 |
|
|
2019
Q2 | $140K | Buy |
1,049
+742
| +242% | +$99K | 0.03% | 136 |
|
|
2019
Q1 | $37K | Buy |
307
+12
| +4% | +$1.45K | 0.01% | 196 |
|
|
2018
Q4 | $36K | Buy |
295
+75
| +34% | +$9.15K | 0.01% | 196 |
|
|
2018
Q3 | $25K | Hold |
220
| – | – | 0.01% | 250 |
|
|
2018
Q2 | $26K | Hold |
220
| – | – | 0.01% | 226 |
|
|
2018
Q1 | $28K | Sell |
220
-500
| -69% | -$63.6K | 0.01% | 197 |
|
|
2017
Q4 | $89K | Buy |
720
+20
| +3% | +$2.47K | 0.03% | 135 |
|
|
2017
Q3 | $85K | Buy |
+700
| New | +$85K | 0.03% | 130 |
|