FSG
Financial Strategies Group’s SPDR Gold MiniShares Trust GLDM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-240,396
| Closed | -$9.16M | – | 77 |
|
2023
Q2 | $9.16M | Buy |
240,396
+32,262
| +16% | +$1.23M | 2.93% | 11 |
|
2023
Q1 | $8.14M | Sell |
208,134
-7,453
| -3% | -$291K | 3.13% | 11 |
|
2022
Q4 | $7.8M | Sell |
215,587
-2,116
| -1% | -$76.6K | 3.24% | 10 |
|
2022
Q3 | $7.18M | Sell |
217,703
-13,042
| -6% | -$430K | 3.25% | 10 |
|
2022
Q2 | $8.28M | Sell |
230,745
-47,243
| -17% | -$1.7M | 3.47% | 10 |
|
2022
Q1 | $10.7M | Sell |
277,988
-259,869
| -48% | -$10M | 4.26% | 8 |
|
2021
Q4 | $9.78M | Buy |
537,857
+28,482
| +6% | +$518K | 3.99% | 8 |
|
2021
Q3 | $8.89M | Buy |
509,375
+25,351
| +5% | +$443K | 3.97% | 8 |
|
2021
Q2 | $8.52M | Buy |
484,024
+41,651
| +9% | +$734K | 3.94% | 9 |
|
2021
Q1 | $7.52M | Buy |
+442,373
| New | +$7.52M | 3.89% | 9 |
|