Zimmermann Investment Management & Planning’s SPDR Gold Trust GLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,056
| Closed | -$986K | – | 47 |
|
|
2024
Q3 | $986K | Buy |
4,056
+545
| +16% | +$132K | 0.3% | 61 |
|
|
2024
Q2 | $755K | Buy |
3,511
+309
| +10% | +$66.4K | 0.25% | 61 |
|
|
2024
Q1 | $659K | Sell |
3,202
-112
| -3% | -$23K | 0.24% | 73 |
|
|
2023
Q4 | $634K | Buy |
3,314
+418
| +14% | +$79.9K | 0.26% | 61 |
|
|
2023
Q3 | $497K | Sell |
2,896
-284
| -9% | -$48.7K | 0.24% | 69 |
|
|
2023
Q2 | $567K | Buy |
+3,180
| New | +$567K | 0.26% | 61 |
|