BAM
Baldrige Asset Management’s SPDR Gold Trust GLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $248K | Buy |
1,353
+90
| +7% | +$16.5K | 0.1% | 100 |
|
|
2022
Q4 | $214K | Sell |
1,263
-155
| -11% | -$26.3K | 0.1% | 104 |
|
|
2022
Q3 | $219K | Sell |
1,418
-3
| -0.2% | -$463 | 0.1% | 99 |
|
|
2022
Q2 | $239K | Sell |
1,421
-75
| -5% | -$12.6K | 0.11% | 98 |
|
|
2022
Q1 | $270K | Hold |
1,496
| – | – | 0.11% | 97 |
|
|
2021
Q4 | $256K | Sell |
1,496
-29
| -2% | -$4.96K | 0.1% | 95 |
|
|
2021
Q3 | $250K | Sell |
1,525
-68
| -4% | -$11.1K | 0.1% | 95 |
|
|
2021
Q2 | $264K | Sell |
1,593
-217
| -12% | -$36K | 0.11% | 88 |
|
|
2021
Q1 | $290K | Sell |
1,810
-303
| -14% | -$48.5K | 0.16% | 75 |
|
|
2020
Q4 | $377K | Sell |
2,113
-700
| -25% | -$125K | 0.22% | 67 |
|
|
2020
Q3 | $498K | Buy |
2,813
+1,047
| +59% | +$185K | 0.34% | 54 |
|
|
2020
Q2 | $296K | Buy |
1,766
+17
| +1% | +$2.85K | 0.22% | 69 |
|
|
2020
Q1 | $259K | Buy |
+1,749
| New | +$259K | 0.23% | 66 |
|