Windsor 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $4.9M | Buy |
41,478
+240
| +0.6% | +$28.3K | 2.29% | 19 |
|
|
2017
Q1 | $4.9M | Sell |
41,238
-885
| -2% | -$105K | 2.24% | 19 |
|
|
2016
Q4 | $4.62M | Sell |
42,123
-30
| -0.1% | -$3.29K | 2.18% | 19 |
|
|
2016
Q3 | $5.3M | Sell |
42,153
-825
| -2% | -$104K | 2.49% | 15 |
|
|
2016
Q2 | $5.44M | Sell |
42,978
-325
| -0.8% | -$41.1K | 2.48% | 11 |
|
|
2016
Q1 | $5.06M | Hold |
43,303
| – | – | 2.31% | 16 |
|
|
2015
Q4 | $4.39M | Sell |
43,303
-1,816
| -4% | -$184K | 2.14% | 18 |
|
|
2015
Q3 | $4.82M | Sell |
45,119
-3,125
| -6% | -$334K | 2.32% | 17 |
|
|
2015
Q2 | $5.42M | Buy |
+48,244
| New | +$5.42M | 2.34% | 13 |
|