B. Riley Wealth Advisors’s SPDR Gold MiniShares Trust GLDM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-85,657
| Closed | -$3.14M | – | 1479 |
|
|
2024
Q1 | $3.14M | Sell |
85,657
-17,046
| -17% | -$625K | 0.08% | 231 |
|
|
2023
Q4 | $4.2M | Buy |
102,703
+17,046
| +20% | +$697K | 0.11% | 194 |
|
|
2023
Q3 | $3.14M | Buy |
85,657
+242
| +0.3% | +$8.87K | 0.08% | 231 |
|
|
2023
Q2 | $3.25M | Buy |
85,415
+25,494
| +43% | +$971K | 0.07% | 252 |
|
|
2023
Q1 | $2.34M | Buy |
+59,921
| New | +$2.34M | 0.06% | 307 |
|