Beam 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-6,086
| Closed | -$238K | – | 106 |
|
|
2023
Q1 | $238K | Sell |
6,086
-262
| -4% | -$10.2K | 0.24% | 87 |
|
|
2022
Q4 | $230K | Sell |
6,348
-251
| -4% | -$9.08K | 0.24% | 88 |
|
|
2022
Q3 | $218K | Buy |
6,599
+116
| +2% | +$3.83K | 0.24% | 90 |
|
|
2022
Q2 | $233K | Sell |
6,483
-13,035
| -67% | -$468K | 0.26% | 89 |
|
|
2022
Q1 | $751K | Sell |
19,518
-970
| -5% | -$37.3K | 0.86% | 39 |
|
|
2021
Q4 | $745K | Sell |
20,488
-77
| -0.4% | -$2.8K | 0.85% | 39 |
|
|
2021
Q3 | $718K | Buy |
20,565
+1,116
| +6% | +$39K | 0.62% | 52 |
|
|
2021
Q2 | $685K | Sell |
19,449
-4,281
| -18% | -$151K | 0.59% | 55 |
|
|
2021
Q1 | $807K | Buy |
23,730
+1,189
| +5% | +$40.4K | 0.72% | 50 |
|
|
2020
Q4 | $854K | Buy |
22,541
+1,670
| +8% | +$63.3K | 0.81% | 43 |
|
|
2020
Q3 | $785K | Buy |
20,871
+1,481
| +8% | +$55.7K | 0.74% | 44 |
|
|
2020
Q2 | $690K | Buy |
19,390
+2,897
| +18% | +$103K | 0.69% | 51 |
|
|
2020
Q1 | $519K | Buy |
+16,493
| New | +$519K | 0.51% | 64 |
|