GWS
Glassman Wealth Services’s SPDR Gold MiniShares Trust GLDM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-5,820
| Closed | -$238K | – | 839 |
|
|
2023
Q4 | $238K | Buy |
5,820
+5,800
| +29,000% | +$237K | 0.03% | 165 |
|
|
2023
Q3 | $733 | Buy |
+20
| New | +$733 | ﹤0.01% | 1648 |
|
|
2023
Q2 | – | Sell |
-388
| Closed | -$15.2K | – | 1956 |
|
|
2023
Q1 | $15.2K | Sell |
388
-1,119
| -74% | -$43.8K | ﹤0.01% | 698 |
|
|
2022
Q4 | $54.5K | Sell |
1,507
-894
| -37% | -$32.4K | 0.01% | 400 |
|
|
2022
Q3 | $79K | Buy |
2,401
+61
| +3% | +$2.01K | 0.02% | 288 |
|
|
2022
Q2 | $84K | Buy |
+2,340
| New | +$84K | 0.02% | 282 |
|
|
2021
Q4 | – | Sell |
-1,695
| Closed | -$30K | – | 1738 |
|
|
2021
Q3 | $30K | Buy |
1,695
+1,675
| +8,375% | +$29.6K | 0.01% | 474 |
|
|
2021
Q2 | $0 | Hold |
20
| – | – | ﹤0.01% | 1533 |
|
|
2021
Q1 | $0 | Buy |
+20
| New | – | ﹤0.01% | 1489 |
|