Capasso Planning Partners’s SPDR Gold Trust GLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $351K | Sell |
1,150
-2,524
| -69% | -$769K | 0.2% | 60 |
|
|
2025
Q1 | $1.06M | Buy |
3,674
+1,330
| +57% | +$383K | 0.44% | 42 |
|
|
2024
Q4 | $568K | Sell |
2,344
-6,237
| -73% | -$1.51M | 0.23% | 68 |
|
|
2024
Q3 | $2.09M | Buy |
8,581
+2,193
| +34% | +$533K | 0.62% | 31 |
|
|
2024
Q2 | $1.37M | Buy |
6,388
+3,178
| +99% | +$683K | 0.45% | 50 |
|
|
2024
Q1 | $660K | Buy |
3,210
+150
| +5% | +$30.9K | 0.27% | 51 |
|
|
2023
Q4 | $585K | Buy |
+3,060
| New | +$585K | 0.27% | 53 |
|
|
2022
Q3 | – | Sell |
-3,406
| Closed | -$574K | – | 91 |
|
|
2022
Q2 | $574K | Buy |
+3,406
| New | +$574K | 0.41% | 42 |
|