CPWMP
Cardinal Point Wealth Management Partners’s SPDR Gold Trust GLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $741K | Sell |
4,043
-114
| -3% | -$20.9K | 0.23% | 41 |
|
|
2022
Q4 | $705K | Hold |
4,157
| – | – | 0.24% | 35 |
|
|
2022
Q3 | $656K | Sell |
4,157
-821
| -16% | -$130K | 0.31% | 26 |
|
|
2022
Q2 | $839K | Hold |
4,978
| – | – | 0.4% | 24 |
|
|
2022
Q1 | $899K | Buy |
4,978
+100
| +2% | +$18.1K | 0.4% | 25 |
|
|
2021
Q4 | $834K | Buy |
+4,878
| New | +$834K | 0.36% | 23 |
|