CWM
C2C Wealth Management’s SPDR Gold Trust GLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,315
| Closed | -$635K | – | 92 |
|
|
2023
Q4 | $635K | Sell |
3,315
-2,269
| -41% | -$434K | 0.54% | 47 |
|
|
2023
Q3 | $948K | Sell |
5,584
-75
| -1% | -$12.7K | 0.13% | 82 |
|
|
2023
Q2 | $1.03M | Buy |
5,659
+1,050
| +23% | +$191K | 0.14% | 77 |
|
|
2023
Q1 | $863K | Buy |
4,609
+226
| +5% | +$42.3K | 0.14% | 95 |
|
|
2022
Q4 | $785K | Hold |
4,383
| – | – | 0.14% | 72 |
|
|
2022
Q3 | $704K | Hold |
4,383
| – | – | 0.14% | 79 |
|
|
2022
Q2 | $699K | Hold |
4,383
| – | – | 0.13% | 85 |
|
|
2022
Q1 | $796K | Sell |
4,383
-226
| -5% | -$41K | 0.14% | 87 |
|
|
2021
Q4 | $788K | Buy |
+4,609
| New | +$788K | 0.11% | 97 |
|