CPA
Clear Point Advisors’s SPDR Gold Trust GLD Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $457K | Sell |
1,499
-150
| -9% | -$45.7K | 0.39% | 72 |
|
2025
Q1 | $475K | Buy |
1,649
+145
| +10% | +$41.8K | 0.43% | 66 |
|
2024
Q4 | $364K | Hold |
1,504
| – | – | 0.31% | 80 |
|
2024
Q3 | $366K | Sell |
1,504
-608
| -29% | -$148K | 0.28% | 77 |
|
2024
Q2 | $454K | Hold |
2,112
| – | – | 0.37% | 69 |
|
2024
Q1 | $434K | Sell |
2,112
-150
| -7% | -$30.9K | 0.36% | 71 |
|
2023
Q4 | $432K | Buy |
+2,262
| New | +$432K | 0.38% | 66 |
|