Newport Wealth Strategies, Inc. GLD Holdings History
Newport Wealth Strategies, Inc.'s SPDR Gold Shares ETF Holding Summary
As of 2021-09-30, Newport Wealth Strategies, Inc. held 28,187.00 shares of SPDR Gold Shares ETF(GLD), totaling $4.63 Mil. This investment constitutes 2.82% of their stock portfolio, and Newport Wealth Strategies, Inc. now holds 0.01% of the outstanding SPDR Gold Shares ETF(GLD) stock.
The initial trade took place in 2018Q2. And since then Newport Wealth Strategies, Inc. has made 8 purchases of GLD, at an average price of $155.13, for a total of 30,212.00 shares. In addition, there have been 5 sales at an average price of $124.03 for 2,025.00 shares. Based on historical transaction data and GLD's current price of $316.10, Newport Wealth Strategies, Inc.'s estimated gain on his GLD holdings is $4.47 Mil, reflecting a 95.47% gain to date.
Newport Wealth Strategies, Inc. GLD ($316.10) Holding Chart
Newport Wealth Strategies, Inc. GLD ($316.10) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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