BHWA

Beacon Harbor Wealth Advisors’s SPDR Gold Trust GLD Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-1,250	Closed	-$229K	–	78
2023 Q1	$229K	Buy	+1,250	New	+$229K	0.08%	63
2022 Q2	$1.08M	Buy	6,400 +1,400	+28%	+$236K	0.38%	51
2022 Q1	$903K	Buy	+5,000	New	+$903K	0.29%	51