Wills Financial Group’s SPDR Gold Trust GLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-1,895
| Closed | -$215K | – | 82 |
|
|
2015
Q1 | $215K | Sell |
1,895
-295
| -13% | -$33.5K | 0.18% | 71 |
|
|
2014
Q4 | $248K | Sell |
2,190
-420
| -16% | -$47.6K | 0.2% | 69 |
|
|
2014
Q3 | $303K | Sell |
2,610
-65
| -2% | -$7.55K | 0.26% | 65 |
|
|
2014
Q2 | $343K | Sell |
2,675
-100
| -4% | -$12.8K | 0.28% | 65 |
|
|
2014
Q1 | $343K | Buy |
2,775
+175
| +7% | +$21.6K | 0.33% | 57 |
|
|
2013
Q4 | $301K | Buy |
+2,600
| New | +$301K | 0.31% | 55 |
|