Legacy Capital Wealth Partners’s SPDR Gold Trust GLD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.01M | Sell |
3,308
-18
| -0.5% | -$5.49K | 0.23% | 88 |
|
2025
Q1 | $958K | Sell |
3,326
-48
| -1% | -$13.8K | 0.24% | 87 |
|
2024
Q4 | $817K | Sell |
3,374
-3,308
| -50% | -$801K | 0.2% | 100 |
|
2024
Q3 | $1.62M | Buy |
6,682
+3,308
| +98% | +$804K | 0.32% | 62 |
|
2024
Q2 | $725K | Buy |
3,374
+964
| +40% | +$207K | 0.18% | 106 |
|
2024
Q1 | $444K | Sell |
2,410
-964
| -29% | -$178K | 0.32% | 74 |
|
2023
Q4 | $645K | Hold |
3,374
| – | – | 0.18% | 120 |
|
2023
Q3 | $578K | Buy |
+3,374
| New | +$578K | 0.16% | 131 |
|
2023
Q2 | – | Sell |
-3,111
| Closed | -$570K | – | 113 |
|
2023
Q1 | $570K | Buy |
+3,111
| New | +$570K | 0.16% | 124 |
|