CPWM
Cypress Point 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 |
-22,684
| Closed | -$3.89M | – | 56 |
|
|
2023
Q3 | $3.89M | Buy |
+22,684
| New | +$3.89M | 3.42% | 4 |
|
|
2021
Q3 | – | Sell |
-1,828
| Closed | -$303K | – | 177 |
|
|
2021
Q2 | $303K | Buy |
1,828
+600
| +49% | +$99.5K | 0.22% | 26 |
|
|
2021
Q1 | $196K | Hold |
1,228
| – | – | 0.2% | 25 |
|
|
2020
Q4 | $219K | Buy |
+1,228
| New | +$219K | 0.33% | 82 |
|