APWM
Atlas Private Wealth Management’s SPDR Gold Trust GLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $1.87M | Hold |
9,103
| – | – | 0.79% | 42 |
|
|
2023
Q4 | $1.74M | Buy |
9,103
+2,400
| +36% | +$459K | 0.82% | 41 |
|
|
2023
Q3 | $1.15M | Sell |
6,703
-375
| -5% | -$64.3K | 0.62% | 60 |
|
|
2023
Q2 | $1.26M | Sell |
7,078
-238
| -3% | -$42.4K | 0.67% | 56 |
|
|
2023
Q1 | $1.34M | Sell |
7,316
-250
| -3% | -$45.8K | 0.81% | 40 |
|
|
2022
Q4 | $1.28M | Sell |
7,566
-78
| -1% | -$13.2K | 0.59% | 35 |
|
|
2022
Q3 | $1.18M | Sell |
7,644
-34
| -0.4% | -$5.26K | 0.86% | 35 |
|
|
2022
Q2 | $1.29M | Sell |
7,678
-2,450
| -24% | -$413K | 0.88% | 34 |
|
|
2022
Q1 | $1.83M | Sell |
10,128
-1,699
| -14% | -$307K | 1.06% | 27 |
|
|
2021
Q4 | $2.02M | Hold |
11,827
| – | – | 1.13% | 23 |
|
|
2021
Q3 | $1.94M | Sell |
11,827
-235
| -2% | -$38.6K | 1.19% | 22 |
|
|
2021
Q2 | $2M | Sell |
12,062
-701
| -5% | -$116K | 1.23% | 23 |
|
|
2021
Q1 | $2.04M | Sell |
12,763
-705
| -5% | -$113K | 1.3% | 21 |
|
|
2020
Q4 | $2.4M | Buy |
13,468
+175
| +1% | +$31.2K | 1.71% | 13 |
|
|
2020
Q3 | $2.35M | Hold |
13,293
| – | – | 1.84% | 12 |
|
|
2020
Q2 | $2.23M | Hold |
13,293
| – | – | 1.79% | 13 |
|
|
2020
Q1 | $1.97M | Buy |
13,293
+30
| +0.2% | +$4.44K | 1.82% | 12 |
|
|
2019
Q4 | $1.9M | Buy |
+13,263
| New | +$1.9M | 1.46% | 17 |
|