Castle Wealth Management’s SPDR Gold Trust GLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-827
| Closed | -$201K | – | 119 |
|
|
2024
Q3 | $201K | Buy |
+827
| New | +$201K | 0.08% | 119 |
|
|
2023
Q2 | – | Sell |
-4,959
| Closed | -$909K | – | 115 |
|
|
2023
Q1 | $909K | Sell |
4,959
-1,266
| -20% | -$232K | 0.7% | 37 |
|
|
2022
Q4 | $1.06M | Sell |
6,225
-343
| -5% | -$58.2K | 0.66% | 35 |
|
|
2022
Q3 | $1.02M | Sell |
6,568
-1,746
| -21% | -$270K | 0.62% | 33 |
|
|
2022
Q2 | $1.4M | Buy |
+8,314
| New | +$1.4M | 0.82% | 30 |
|