FirstPurpose Wealth’s SPDR Gold MiniShares Trust GLDM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $1.02M | Buy |
22,070
+13,366
| +154% | +$617K | 0.37% | 49 |
|
|
2023
Q4 | $356K | Sell |
8,704
-4,834
| -36% | -$198K | 0.14% | 138 |
|
|
2023
Q3 | $496K | Sell |
13,538
-2,670
| -16% | -$97.9K | 0.21% | 83 |
|
|
2023
Q2 | $617K | Sell |
16,208
-4,598
| -22% | -$175K | 0.26% | 68 |
|
|
2023
Q1 | $814K | Buy |
20,806
+13,116
| +171% | +$513K | 0.4% | 48 |
|
|
2022
Q4 | $278K | Buy |
7,690
+165
| +2% | +$5.97K | 0.16% | 127 |
|
|
2022
Q3 | $248K | Sell |
7,525
-2,558
| -25% | -$84.3K | 0.16% | 119 |
|
|
2022
Q2 | $362K | Sell |
10,083
-2,185
| -18% | -$78.4K | 0.24% | 75 |
|
|
2022
Q1 | $472K | Buy |
12,268
+1,593
| +15% | +$61.3K | 0.37% | 56 |
|
|
2021
Q4 | $388K | Buy |
+10,675
| New | +$388K | 0.24% | 76 |
|