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Lumature Wealth Partners’s SPDR Gold Trust GLD Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q2
$895K Sell
5,020
-1
-0% -$178 0.53% 42
2023
Q1
$920K Sell
5,021
-406
-7% -$74.4K 0.52% 43
2022
Q4
$921K Sell
5,427
-5
-0.1% -$848 0.51% 40
2022
Q3
$840K Sell
5,432
-282
-5% -$43.6K 0.45% 48
2022
Q2
$963K Sell
5,714
-275
-5% -$46.3K 0.43% 49
2022
Q1
$1.08M Sell
5,989
-137
-2% -$24.8K 0.43% 53
2021
Q4
$1.05M Sell
6,126
-3
-0% -$513 0.41% 55
2021
Q3
$1.01M Buy
6,129
+58
+1% +$9.53K 0.41% 51
2021
Q2
$1.01M Buy
6,071
+1,470
+32% +$244K 0.42% 50
2021
Q1
$736K Buy
4,601
+1,019
+28% +$163K 0.39% 52
2020
Q4
$639K Buy
+3,582
New +$639K 0.6% 44