Heritage Wealth Management (Arizona)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $3.11K | Buy |
86
+43
| +100% | +$1.56K | ﹤0.01% | 934 |
|
|
2022
Q3 | $1K | Hold |
43
| – | – | ﹤0.01% | 942 |
|
|
2022
Q2 | $1.54K | Sell |
43
-338
| -89% | -$12.1K | ﹤0.01% | 904 |
|
|
2022
Q1 | $15K | Buy |
+381
| New | +$15K | ﹤0.01% | 648 |
|
|
2021
Q3 | $13K | Hold |
382
| – | – | ﹤0.01% | 622 |
|
|
2021
Q2 | $13K | Buy |
+382
| New | +$13K | ﹤0.01% | 627 |
|