Beam Wealth Advisors’s SPDR Gold Trust GLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-5,846
| Closed | -$1.2M | – | 113 |
|
|
2024
Q1 | $1.2M | Buy |
5,846
+873
| +18% | +$180K | 0.72% | 36 |
|
|
2023
Q4 | $951K | Sell |
4,973
-458
| -8% | -$87.6K | 0.6% | 39 |
|
|
2023
Q3 | $931K | Buy |
5,431
+384
| +8% | +$65.8K | 0.66% | 37 |
|
|
2023
Q2 | $900K | Buy |
5,047
+610
| +14% | +$109K | 0.62% | 35 |
|
|
2023
Q1 | $813K | Sell |
4,437
-17
| -0.4% | -$3.12K | 0.82% | 39 |
|
|
2022
Q4 | $756K | Buy |
4,454
+382
| +9% | +$64.8K | 0.79% | 41 |
|
|
2022
Q3 | $630K | Buy |
4,072
+190
| +5% | +$29.4K | 0.7% | 48 |
|
|
2022
Q2 | $654K | Buy |
+3,882
| New | +$654K | 0.73% | 49 |
|
|
2020
Q2 | – | Sell |
-1,473
| Closed | -$218K | – | 143 |
|
|
2020
Q1 | $218K | Buy |
+1,473
| New | +$218K | 0.22% | 127 |
|