BSW
Buckingham Strategic Wealth’s SPDR Gold Trust GLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $5.11M | Buy |
23,751
+433
| +2% | +$93.1K | 0.05% | 142 |
|
|
2024
Q1 | $4.8M | Buy |
23,318
+65
| +0.3% | +$13.4K | 0.05% | 151 |
|
|
2023
Q4 | $4.45M | Buy |
23,253
+56
| +0.2% | +$10.7K | 0.05% | 148 |
|
|
2023
Q3 | $3.98M | Sell |
23,197
-297
| -1% | -$50.9K | 0.06% | 147 |
|
|
2023
Q2 | $4.19M | Buy |
23,494
+419
| +2% | +$74.7K | 0.06% | 146 |
|
|
2023
Q1 | $3.91M | Hold |
23,075
| – | – | 0.07% | 129 |
|
|
2022
Q4 | $3.91M | Buy |
23,075
+869
| +4% | +$147K | 0.07% | 129 |
|
|
2022
Q3 | $3.44M | Buy |
22,206
+899
| +4% | +$139K | 0.07% | 129 |
|
|
2022
Q2 | $3.59M | Sell |
21,307
-46
| -0.2% | -$7.75K | 0.07% | 127 |
|
|
2022
Q1 | $3.86M | Buy |
21,353
+1,001
| +5% | +$181K | 0.08% | 126 |
|
|
2021
Q4 | $3.48M | Buy |
20,352
+192
| +1% | +$32.8K | 0.07% | 131 |
|
|
2021
Q3 | $3.31M | Buy |
20,160
+360
| +2% | +$59.1K | 0.07% | 136 |
|
|
2021
Q2 | $3.28M | Buy |
19,800
+861
| +5% | +$143K | 0.08% | 134 |
|
|
2021
Q1 | $3.03M | Buy |
18,939
+2,989
| +19% | +$478K | 0.15% | 117 |
|
|
2020
Q4 | $2.85M | Sell |
15,950
-295
| -2% | -$52.6K | 0.15% | 121 |
|
|
2020
Q3 | $2.88M | Buy |
16,245
+1,775
| +12% | +$314K | 0.22% | 85 |
|
|
2020
Q2 | $2.42M | Buy |
14,470
+2,532
| +21% | +$424K | 0.23% | 85 |
|
|
2020
Q1 | $1.77M | Buy |
11,938
+3,047
| +34% | +$451K | 0.17% | 101 |
|
|
2019
Q4 | $1.27M | Buy |
8,891
+1,415
| +19% | +$202K | 0.12% | 131 |
|
|
2019
Q3 | $1.04M | Sell |
7,476
-934
| -11% | -$130K | 0.11% | 137 |
|
|
2019
Q2 | $1.12M | Sell |
8,410
-4,601
| -35% | -$613K | 0.12% | 131 |
|
|
2019
Q1 | $1.59M | Buy |
13,011
+9,851
| +312% | +$1.2M | 0.2% | 96 |
|
|
2018
Q4 | $383K | Buy |
3,160
+790
| +33% | +$95.8K | 0.06% | 229 |
|
|
2018
Q3 | $267K | Sell |
2,370
-90
| -4% | -$10.1K | 0.04% | 291 |
|
|
2018
Q2 | $292K | Sell |
2,460
-125
| -5% | -$14.8K | 0.05% | 264 |
|
|
2018
Q1 | $325K | Sell |
2,585
-2,642
| -51% | -$332K | 0.06% | 227 |
|
|
2017
Q4 | $646K | Buy |
5,227
+304
| +6% | +$37.6K | 0.13% | 140 |
|
|
2017
Q3 | $599K | Sell |
4,923
-66
| -1% | -$8.03K | 0.14% | 132 |
|
|
2017
Q2 | $589K | Buy |
4,989
+704
| +16% | +$83.1K | 0.14% | 142 |
|
|
2017
Q1 | $509K | Sell |
4,285
-1,014
| -19% | -$120K | 0.15% | 134 |
|
|
2016
Q4 | $581K | Hold |
5,299
| – | – | 0.19% | 105 |
|
|
2016
Q3 | $666K | Hold |
5,299
| – | – | 0.23% | 93 |
|
|
2016
Q2 | $670K | Sell |
5,299
-400
| -7% | -$50.6K | 0.23% | 87 |
|
|
2016
Q1 | $670K | Buy |
+5,699
| New | +$670K | 0.22% | 85 |
|