CWM
Centric Wealth Management’s abrdn Physical Precious Metals Basket Shares ETF GLTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-5,558
| Closed | -$635K | – | 177 |
|
|
2024
Q3 | $635K | Buy |
5,558
+125
| +2% | +$14.3K | 0.17% | 101 |
|
|
2024
Q2 | $557K | Buy |
5,433
+91
| +2% | +$9.33K | 0.16% | 96 |
|
|
2024
Q1 | $528K | Buy |
5,342
+54
| +1% | +$5.34K | 0.17% | 93 |
|
|
2023
Q4 | $462K | Buy |
+5,288
| New | +$462K | 0.15% | 98 |
|