YorkBridge Wealth Partners’s iShares Gold Trust IAU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-250
| Closed | -$6K | – | 796 |
|
|
2018
Q2 | $6K | Hold |
250
| – | – | ﹤0.01% | 673 |
|
|
2018
Q1 | $6K | Hold |
250
| – | – | ﹤0.01% | 668 |
|
|
2017
Q4 | $6K | Hold |
250
| – | – | ﹤0.01% | 685 |
|
|
2017
Q3 | $6K | Sell |
250
-2,245
| -90% | -$53.9K | ﹤0.01% | 691 |
|
|
2017
Q2 | $59K | Hold |
2,495
| – | – | 0.03% | 353 |
|
|
2017
Q1 | $60K | Sell |
2,495
-1,150
| -32% | -$27.7K | 0.03% | 344 |
|
|
2016
Q4 | $83K | Buy |
+3,645
| New | +$83K | 0.05% | 268 |
|