CWP
Concord Wealth Partners’s SPDR Gold Trust GLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $207K | Buy |
679
+132
| +24% | +$40.3K | 0.03% | 196 |
|
|
2025
Q1 | $158K | Hold |
547
| – | – | 0.03% | 206 |
|
|
2024
Q4 | $133K | Sell |
547
-140
| -20% | -$33.9K | 0.02% | 228 |
|
|
2024
Q3 | $167K | Buy |
687
+150
| +28% | +$36.5K | 0.03% | 217 |
|
|
2024
Q2 | $116K | Sell |
537
-150
| -22% | -$32.3K | 0.02% | 231 |
|
|
2024
Q1 | $141K | Sell |
687
-412
| -37% | -$84.8K | 0.03% | 238 |
|
|
2023
Q4 | $210K | Sell |
1,099
-7
| -0.6% | -$1.34K | 0.04% | 190 |
|
|
2023
Q3 | $190K | Sell |
1,106
-1
| -0.1% | -$171 | 0.04% | 204 |
|
|
2023
Q2 | $197K | Buy |
1,107
+11
| +1% | +$1.96K | 0.04% | 197 |
|
|
2023
Q1 | $201K | Hold |
1,096
| – | – | 0.06% | 161 |
|
|
2022
Q4 | $186K | Buy |
+1,096
| New | +$186K | 0.06% | 168 |
|
|
2022
Q3 | – | Sell |
-975
| Closed | -$164K | – | 537 |
|
|
2022
Q2 | $164K | Buy |
975
+444
| +84% | +$74.7K | 0.05% | 183 |
|
|
2022
Q1 | $96K | Sell |
531
-443
| -45% | -$80.1K | 0.02% | 307 |
|
|
2021
Q4 | $167K | Buy |
+974
| New | +$167K | 0.04% | 214 |
|
|
2021
Q3 | – | Sell |
-2
| Closed | – | – | 950 |
|
|
2021
Q2 | $0 | Buy |
+2
| New | – | ﹤0.01% | 1069 |
|