Capstone Wealth Management Group (Pennsylvania)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-59,177
| Closed | -$3.08M | – | 76 |
|
|
2024
Q3 | $3.08M | Buy |
59,177
+545
| +0.9% | +$28.4K | 1.83% | 15 |
|
|
2024
Q2 | $2.7M | Buy |
58,632
+1,094
| +2% | +$50.4K | 1.77% | 16 |
|
|
2024
Q1 | $2.53M | Buy |
57,538
+4,123
| +8% | +$182K | 1.82% | 16 |
|
|
2023
Q4 | $2.19M | Buy |
53,415
+2,924
| +6% | +$120K | 2.07% | 13 |
|
|
2023
Q3 | $1.85M | Buy |
50,491
+4,072
| +9% | +$149K | 1.92% | 15 |
|
|
2023
Q2 | $1.77M | Buy |
+46,419
| New | +$1.77M | 1.82% | 15 |
|