YorkBridge Wealth Partners’s SPDR Gold Trust GLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,269
| Closed | -$208K | – | 283 |
|
|
2021
Q3 | $208K | Hold |
1,269
| – | – | 0.05% | 253 |
|
|
2021
Q2 | $210K | Hold |
1,269
| – | – | 0.05% | 238 |
|
|
2021
Q1 | $203K | Sell |
1,269
-16
| -1% | -$2.56K | 0.06% | 240 |
|
|
2020
Q4 | $229K | Buy |
1,285
+21
| +2% | +$3.74K | 0.08% | 186 |
|
|
2020
Q3 | $224K | Buy |
1,264
+3
| +0.2% | +$532 | 0.09% | 163 |
|
|
2020
Q2 | $211K | Buy |
+1,261
| New | +$211K | 0.1% | 165 |
|
|
2019
Q3 | – | Sell |
-1,261
| Closed | -$168K | – | 360 |
|
|
2019
Q2 | $168K | Hold |
1,261
| – | – | 0.07% | 199 |
|
|
2019
Q1 | $154K | Hold |
1,261
| – | – | 0.07% | 200 |
|
|
2018
Q4 | $153K | Sell |
1,261
-200
| -14% | -$24.3K | 0.08% | 178 |
|
|
2018
Q3 | $164K | Buy |
1,461
+200
| +16% | +$22.5K | 0.08% | 197 |
|
|
2018
Q2 | $150K | Hold |
1,261
| – | – | 0.07% | 213 |
|
|
2018
Q1 | $160K | Hold |
1,261
| – | – | 0.07% | 208 |
|
|
2017
Q4 | $160K | Sell |
1,261
-100
| -7% | -$12.7K | 0.08% | 205 |
|
|
2017
Q3 | $165K | Sell |
1,361
-37
| -3% | -$4.49K | 0.09% | 197 |
|
|
2017
Q2 | $162K | Hold |
1,398
| – | – | 0.09% | 194 |
|
|
2017
Q1 | $167K | Sell |
1,398
-516
| -27% | -$61.6K | 0.09% | 186 |
|
|
2016
Q4 | $216K | Buy |
+1,914
| New | +$216K | 0.13% | 153 |
|