CWP
Core 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 | $335K | Buy |
1,098
+20
| +2% | +$6.1K | 0.17% | 113 |
|
|
2025
Q1 | $311K | Sell |
1,078
-20
| -2% | -$5.76K | 0.18% | 114 |
|
|
2024
Q4 | $266K | Buy |
1,098
+20
| +2% | +$4.84K | 0.15% | 134 |
|
|
2024
Q3 | $262K | Sell |
1,078
-454
| -30% | -$110K | 0.16% | 131 |
|
|
2024
Q2 | $329K | Sell |
1,532
-16
| -1% | -$3.44K | 0.23% | 91 |
|
|
2024
Q1 | $318K | Buy |
1,548
+437
| +39% | +$89.9K | 0.24% | 84 |
|
|
2023
Q4 | $212K | Buy |
+1,111
| New | +$212K | 0.17% | 112 |
|
|
2023
Q3 | – | Sell |
-3,305
| Closed | -$589K | – | 110 |
|
|
2023
Q2 | $589K | Buy |
+3,305
| New | +$589K | 0.54% | 45 |
|