EverSource Wealth Advisors’s SPDR Gold MiniShares Trust GLDM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $27.5K | Sell |
419
-673
| -62% | -$44.1K | ﹤0.01% | 2037 |
|
2025
Q1 | $67.6K | Buy |
1,092
+734
| +205% | +$45.4K | ﹤0.01% | 1083 |
|
2024
Q4 | $18.6K | Buy |
358
+218
| +156% | +$11.3K | ﹤0.01% | 1663 |
|
2024
Q3 | $7.3K | Sell |
140
-39
| -22% | -$2.03K | ﹤0.01% | 2045 |
|
2024
Q2 | $8.69K | Buy |
179
+39
| +28% | +$1.89K | ﹤0.01% | 1926 |
|
2024
Q1 | $6.36K | Buy |
+140
| New | +$6.36K | ﹤0.01% | 1927 |
|
2023
Q3 | – | Sell |
-1,661
| Closed | -$63.3K | – | 2576 |
|
2023
Q2 | $63.3K | Buy |
+1,661
| New | +$63.3K | 0.01% | 744 |
|