CWM
Cedar Wealth Management’s SPDR Gold Trust GLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $248K | Sell |
815
-622
| -43% | -$190K | 0.08% | 73 |
|
|
2025
Q1 | $414K | Hold |
1,437
| – | – | 0.15% | 53 |
|
|
2024
Q4 | $348K | Sell |
1,437
-619
| -30% | -$150K | 0.13% | 56 |
|
|
2024
Q3 | $500K | Sell |
2,056
-866
| -30% | -$210K | 0.16% | 68 |
|
|
2024
Q2 | $628K | Sell |
2,922
-726
| -20% | -$156K | 0.2% | 64 |
|
|
2024
Q1 | $750K | Sell |
3,648
-1,239
| -25% | -$255K | 0.25% | 52 |
|
|
2023
Q4 | $934K | Hold |
4,887
| – | – | 0.34% | 39 |
|
|
2023
Q3 | $838K | Hold |
4,887
| – | – | 0.33% | 42 |
|
|
2023
Q2 | $871K | Buy |
4,887
+82
| +2% | +$14.6K | 0.34% | 40 |
|
|
2023
Q1 | $880K | Hold |
4,805
| – | – | 0.36% | 39 |
|
|
2022
Q4 | $815K | Sell |
4,805
-1,788
| -27% | -$303K | 0.4% | 35 |
|
|
2022
Q3 | $1.02M | Hold |
6,593
| – | – | 0.51% | 34 |
|
|
2022
Q2 | $1.11M | Sell |
6,593
-4,832
| -42% | -$814K | 0.51% | 32 |
|
|
2022
Q1 | $2.06M | Buy |
11,425
+2,399
| +27% | +$433K | 0.83% | 25 |
|
|
2021
Q4 | $1.54M | Buy |
9,026
+671
| +8% | +$115K | 0.62% | 32 |
|
|
2021
Q3 | $1.37M | Buy |
8,355
+44
| +0.5% | +$7.23K | 0.61% | 33 |
|
|
2021
Q2 | $1.38M | Buy |
8,311
+1,982
| +31% | +$328K | 0.62% | 32 |
|
|
2021
Q1 | $1.01M | Sell |
6,329
-1,139
| -15% | -$182K | 0.5% | 41 |
|
|
2020
Q4 | $1.33M | Buy |
7,468
+685
| +10% | +$122K | 0.71% | 30 |
|
|
2020
Q3 | $1.2M | Sell |
6,783
-33
| -0.5% | -$5.84K | 0.75% | 22 |
|
|
2020
Q2 | $1.14M | Sell |
6,816
-1,480
| -18% | -$248K | 0.77% | 21 |
|
|
2020
Q1 | $1.23M | Sell |
8,296
-2,868
| -26% | -$425K | 0.83% | 17 |
|
|
2019
Q4 | $1.6M | Buy |
11,164
+607
| +6% | +$86.7K | 0.94% | 8 |
|
|
2019
Q3 | $1.47M | Buy |
10,557
+974
| +10% | +$135K | 0.98% | 11 |
|
|
2019
Q2 | $1.28M | Buy |
9,583
+381
| +4% | +$50.7K | 0.83% | 13 |
|
|
2019
Q1 | $1.12M | Buy |
9,202
+824
| +10% | +$101K | 0.7% | 13 |
|
|
2018
Q4 | $1.02M | Sell |
8,378
-60
| -0.7% | -$7.28K | 0.73% | 14 |
|
|
2018
Q3 | $951K | Buy |
8,438
+3,099
| +58% | +$349K | 0.5% | 16 |
|
|
2018
Q2 | $633K | Sell |
5,339
-3
| -0.1% | -$356 | 0.36% | 17 |
|
|
2018
Q1 | $672K | Buy |
5,342
+173
| +3% | +$21.8K | 0.42% | 13 |
|
|
2017
Q4 | $639K | Buy |
5,169
+646
| +14% | +$79.9K | 0.38% | 15 |
|
|
2017
Q3 | $550K | Buy |
4,523
+280
| +7% | +$34K | 0.33% | 18 |
|
|
2017
Q2 | $501K | Buy |
4,243
+445
| +12% | +$52.5K | 0.33% | 16 |
|
|
2017
Q1 | $451K | Buy |
3,798
+5
| +0.1% | +$594 | 0.28% | 16 |
|
|
2016
Q4 | $416K | Buy |
3,793
+1,275
| +51% | +$140K | 0.28% | 16 |
|
|
2016
Q3 | $316K | Buy |
2,518
+140
| +6% | +$17.6K | 0.22% | 20 |
|
|
2016
Q2 | $301K | Buy |
2,378
+1,263
| +113% | +$160K | 0.19% | 21 |
|
|
2016
Q1 | $131K | Buy |
+1,115
| New | +$131K | 0.09% | 40 |
|