LWM
Ledge Wealth Management’s SPDR Gold Trust GLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $531K | Hold |
2,779
| – | – | 0.21% | 47 |
|
|
2023
Q3 | $476K | Sell |
2,779
-899
| -24% | -$154K | 0.21% | 48 |
|
|
2023
Q2 | $656K | Buy |
3,678
+9
| +0.2% | +$1.6K | 0.31% | 45 |
|
|
2023
Q1 | $672K | Hold |
3,669
| – | – | 0.32% | 47 |
|
|
2022
Q4 | $622K | Hold |
3,669
| – | – | 0.28% | 50 |
|
|
2022
Q3 | $567K | Sell |
3,669
-415
| -10% | -$64.1K | 0.35% | 49 |
|
|
2022
Q2 | $688K | Sell |
4,084
-239
| -6% | -$40.3K | 0.42% | 46 |
|
|
2022
Q1 | $781K | Buy |
+4,323
| New | +$781K | 0.49% | 46 |
|