CWM
Curi Wealth Management’s SPDR Gold Trust GLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-31,349
| Closed | -$5.37M | – | 164 |
|
|
2023
Q3 | $5.37M | Sell |
31,349
-941
| -3% | -$161K | 0.82% | 41 |
|
|
2023
Q2 | $5.76M | Sell |
32,290
-1,929
| -6% | -$344K | 0.78% | 41 |
|
|
2023
Q1 | $6.27M | Sell |
34,219
-858
| -2% | -$157K | 0.9% | 38 |
|
|
2022
Q4 | $5.95M | Sell |
35,077
-979
| -3% | -$166K | 0.83% | 39 |
|
|
2022
Q3 | $5.58M | Buy |
36,056
+35,380
| +5,234% | +$5.47M | 0.92% | 38 |
|
|
2022
Q2 | $114K | Hold |
676
| – | – | 0.02% | 161 |
|
|
2022
Q1 | $122K | Buy |
676
+100
| +17% | +$18K | 0.02% | 141 |
|
|
2021
Q4 | $98K | Buy |
+576
| New | +$98K | 0.02% | 142 |
|
|
2021
Q1 | – | Sell |
-576
| Closed | -$102K | – | 250 |
|
|
2020
Q4 | $102K | Buy |
+576
| New | +$102K | 0.07% | 112 |
|