LWM
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LJI Wealth Management’s SPDR Gold Trust GLD Stock Holding History

LJI Wealth Management’s Portfolio GLD Stock Details GLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1,887
Closed -$324K – 173
2023
Q3 		$324K Buy
+1,887
New +$324K 0.09% 115