WEC
Winslow Evans & Crocker’s SPDR Gold Trust GLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $1.01M | Buy |
8,773
+1,244
| +17% | +$143K | 0.19% | 126 |
|
|
2020
Q3 | $1.33M | Buy |
7,529
+630
| +9% | +$112K | 0.33% | 62 |
|
|
2020
Q2 | $1.15M | Sell |
6,899
-251
| -4% | -$42K | 0.31% | 67 |
|
|
2020
Q1 | $1.06M | Sell |
7,150
-626
| -8% | -$92.8K | 0.35% | 69 |
|
|
2019
Q4 | $1.11M | Sell |
7,776
-140
| -2% | -$20K | 0.28% | 84 |
|
|
2019
Q3 | $1.1M | Buy |
7,916
+996
| +14% | +$139K | 0.31% | 80 |
|
|
2019
Q2 | $922K | Buy |
6,920
+360
| +5% | +$48K | 0.26% | 90 |
|
|
2019
Q1 | $802K | Buy |
6,560
+100
| +2% | +$12.2K | 0.23% | 96 |
|
|
2018
Q4 | $786K | Buy |
6,460
+990
| +18% | +$120K | 0.26% | 85 |
|
|
2018
Q3 | $620K | Sell |
5,470
-726
| -12% | -$82.3K | 0.19% | 123 |
|
|
2018
Q2 | $736K | Sell |
6,196
-100
| -2% | -$11.9K | 0.23% | 108 |
|
|
2018
Q1 | $792K | Sell |
6,296
-200
| -3% | -$25.2K | 0.26% | 92 |
|
|
2017
Q4 | $803K | Sell |
6,496
-100
| -2% | -$12.4K | 0.26% | 90 |
|
|
2017
Q3 | $802K | Sell |
6,596
-3,746
| -36% | -$455K | 0.27% | 85 |
|
|
2017
Q2 | $1.22M | Sell |
10,342
-1,494
| -13% | -$176K | 0.33% | 73 |
|
|
2017
Q1 | $1.41M | Sell |
11,836
-4,662
| -28% | -$553K | 0.44% | 53 |
|
|
2016
Q4 | $1.81M | Sell |
16,498
-3,148
| -16% | -$345K | 0.56% | 38 |
|
|
2016
Q3 | $2.47M | Buy |
19,646
+9,636
| +96% | +$1.21M | 0.71% | 31 |
|
|
2016
Q2 | $1.27M | Buy |
10,010
+371
| +4% | +$46.9K | 0.38% | 62 |
|
|
2016
Q1 | $1.13M | Sell |
9,639
-205
| -2% | -$24.1K | 0.34% | 71 |
|
|
2015
Q4 | $999K | Sell |
9,844
-3,786
| -28% | -$384K | 0.29% | 81 |
|
|
2015
Q3 | $1.46M | Sell |
13,630
-188
| -1% | -$20.1K | 0.46% | 49 |
|
|
2015
Q2 | $1.55M | Buy |
13,818
+24
| +0.2% | +$2.7K | 0.44% | 49 |
|
|
2015
Q1 | $1.57M | Sell |
13,794
-582
| -4% | -$66.1K | 0.44% | 47 |
|
|
2014
Q4 | $1.63M | Sell |
14,376
-320
| -2% | -$36.3K | 0.47% | 51 |
|
|
2014
Q3 | $1.71M | Buy |
14,696
+1,399
| +11% | +$163K | 0.49% | 44 |
|
|
2014
Q2 | $1.7M | Sell |
13,297
-600
| -4% | -$76.8K | 0.56% | 43 |
|
|
2014
Q1 | $1.72M | Sell |
13,897
-681
| -5% | -$84.2K | 0.59% | 43 |
|
|
2013
Q4 | $1.69M | Buy |
+14,578
| New | +$1.69M | 0.58% | 43 |
|