Focused Wealth Management’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 | – | Sell |
-2,060
| Closed | -$84.3K | – | 459 |
|
|
2023
Q4 | $84.3K | Hold |
2,060
| – | – | 0.01% | 233 |
|
|
2023
Q3 | $75.5K | Hold |
2,060
| – | – | 0.01% | 237 |
|
|
2023
Q2 | $78.5K | Buy |
2,060
+8
| +0.4% | +$305 | 0.01% | 240 |
|
|
2023
Q1 | $80.3K | Buy |
2,052
+200
| +11% | +$7.82K | 0.02% | 230 |
|
|
2022
Q4 | $67K | Buy |
+1,852
| New | +$67K | 0.01% | 266 |
|
|
2021
Q1 | – | Sell |
-8
| Closed | – | – | 860 |
|
|
2020
Q4 | $0 | Hold |
8
| – | – | ﹤0.01% | 800 |
|
|
2020
Q3 | $0 | Buy |
8
+5
| +167% | – | ﹤0.01% | 758 |
|
|
2020
Q2 | $0 | Hold |
3
| – | – | ﹤0.01% | 729 |
|
|
2020
Q1 | $0 | Sell |
3
-93,184
| -100% | – | ﹤0.01% | 700 |
|
|
2019
Q4 | $2.82M | Sell |
93,187
-5,733
| -6% | -$174K | 0.67% | 26 |
|
|
2019
Q3 | $2.91M | Sell |
98,920
-311
| -0.3% | -$9.14K | 0.8% | 20 |
|
|
2019
Q2 | $2.8M | Buy |
99,231
+1,491
| +2% | +$42K | 0.75% | 22 |
|
|
2019
Q1 | $2.52M | Buy |
97,740
+97,737
| +3,257,900% | +$2.52M | 0.76% | 23 |
|
|
2018
Q4 | $0 | Hold |
3
| – | – | ﹤0.01% | 693 |
|
|
2018
Q3 | $0 | Buy |
+3
| New | – | ﹤0.01% | 650 |
|