BWA
BlueChip Wealth Advisors’s SPDR Gold Trust GLD Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.94M | Sell |
16,219
-2,188
| -12% | -$667K | 2.2% | 13 |
|
2025
Q1 | $5.3M | Buy |
18,407
+133
| +0.7% | +$38.3K | 2.6% | 10 |
|
2024
Q4 | $4.42M | Sell |
18,274
-320
| -2% | -$77.5K | 2.45% | 12 |
|
2024
Q3 | $4.52M | Buy |
18,594
+1,298
| +8% | +$315K | 2.37% | 13 |
|
2024
Q2 | $3.72M | Buy |
17,296
+1,228
| +8% | +$264K | 2.19% | 13 |
|
2024
Q1 | $3.31M | Buy |
16,068
+290
| +2% | +$59.7K | 2.13% | 13 |
|
2023
Q4 | $3.02M | Buy |
+15,778
| New | +$3.02M | 2.11% | 13 |
|