DWM
Doyle Wealth Management’s SPDR Gold Trust GLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,329
| Closed | -$240K | – | 223 |
|
|
2022
Q1 | $240K | Buy |
1,329
+26
| +2% | +$4.7K | 0.02% | 217 |
|
|
2021
Q4 | $223K | Buy |
1,303
+66
| +5% | +$11.3K | 0.02% | 217 |
|
|
2021
Q3 | $203K | Sell |
1,237
-510
| -29% | -$83.7K | 0.02% | 218 |
|
|
2021
Q2 | $289K | Buy |
+1,747
| New | +$289K | 0.02% | 183 |
|
|
2021
Q1 | – | Sell |
-1,202
| Closed | -$214K | – | 217 |
|
|
2020
Q4 | $214K | Sell |
1,202
-59
| -5% | -$10.5K | 0.02% | 199 |
|
|
2020
Q3 | $223K | Buy |
+1,261
| New | +$223K | 0.03% | 170 |
|
|
2019
Q3 | – | Sell |
-629
| Closed | -$84K | – | 403 |
|
|
2019
Q2 | $84K | Buy |
+629
| New | +$84K | 0.01% | 285 |
|
|
2019
Q1 | – | Sell |
-773
| Closed | -$94K | – | 388 |
|
|
2018
Q4 | $94K | Buy |
+773
| New | +$94K | 0.02% | 265 |
|