Kelman-Lazarov Inc’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
2021
Q2
Sell
-222,624
Closed -$7.57M 87
2021
Q1
$7.57M Buy
222,624
+13,023
+6% +$443K 2.7% 10
2020
Q4
$7.94M Buy
+209,601
New +$7.94M 3.05% 10