MWM
Mascoma Wealth Management’s SPDR Gold Trust GLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-61
| Closed | -$14.8K | – | 515 |
|
|
2024
Q4 | $14.8K | Hold |
61
| – | – | ﹤0.01% | 307 |
|
|
2024
Q3 | $14.8K | Hold |
61
| – | – | ﹤0.01% | 288 |
|
|
2024
Q2 | $13.1K | Buy |
+61
| New | +$13.1K | ﹤0.01% | 307 |
|
|
2023
Q2 | – | Sell |
-250
| Closed | -$46.2K | – | 566 |
|
|
2023
Q1 | $46.2K | Hold |
250
| – | – | 0.01% | 245 |
|
|
2022
Q4 | $42.4K | Hold |
250
| – | – | 0.01% | 252 |
|
|
2022
Q3 | $39K | Hold |
250
| – | – | 0.01% | 262 |
|
|
2022
Q2 | $42K | Hold |
250
| – | – | 0.01% | 264 |
|
|
2022
Q1 | $45K | Hold |
250
| – | – | 0.01% | 274 |
|
|
2021
Q4 | $43K | Hold |
250
| – | – | 0.01% | 241 |
|
|
2021
Q3 | $41K | Buy |
+250
| New | +$41K | 0.02% | 224 |
|
|
2021
Q2 | – | Sell |
-250
| Closed | -$40K | – | 242 |
|
|
2021
Q1 | $40K | Buy |
+250
| New | +$40K | 0.02% | 233 |
|
|
2019
Q3 | – | Sell |
-250
| Closed | -$33K | – | 187 |
|
|
2019
Q2 | $33K | Hold |
250
| – | – | 0.02% | 186 |
|
|
2019
Q1 | $31K | Hold |
250
| – | – | 0.02% | 184 |
|
|
2018
Q4 | $30K | Hold |
250
| – | – | 0.02% | 174 |
|
|
2018
Q3 | $28K | Hold |
250
| – | – | 0.02% | 207 |
|
|
2018
Q2 | $30K | Hold |
250
| – | – | 0.02% | 188 |
|
|
2018
Q1 | $31K | Sell |
250
-210
| -46% | -$26K | 0.02% | 182 |
|
|
2017
Q4 | $58K | Sell |
460
-940
| -67% | -$119K | 0.04% | 138 |
|
|
2017
Q3 | $170K | Buy |
1,400
+345
| +33% | +$41.9K | 0.11% | 82 |
|
|
2017
Q2 | $125K | Hold |
1,055
| – | – | 0.08% | 100 |
|
|
2017
Q1 | $125K | Hold |
1,055
| – | – | 0.09% | 88 |
|
|
2016
Q4 | $116K | Buy |
+1,055
| New | +$116K | 0.09% | 93 |
|