Life Planning 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,994
| Closed | -$429K | – | 63 |
|
|
2024
Q2 | $429K | Sell |
1,994
-744
| -27% | -$160K | 0.39% | 41 |
|
|
2024
Q1 | $563K | Buy |
2,738
+248
| +10% | +$51K | 0.56% | 37 |
|
|
2023
Q4 | $476K | Buy |
+2,490
| New | +$476K | 0.47% | 37 |
|
|
2022
Q3 | $26.3K | Hold |
170
| – | – | 0.03% | 109 |
|
|
2022
Q2 | $29K | Hold |
170
| – | – | 0.03% | 106 |
|
|
2022
Q1 | $31K | Hold |
170
| – | – | 0.03% | 105 |
|
|
2021
Q4 | $29K | Buy |
+170
| New | +$29K | 0.03% | 105 |
|