Milestone Wealth’s SPDR Gold Trust GLD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
$1.34M Buy
8,676
+5,000
+136% +$773K 1.5% 14
2022
Q2
$619K Buy
3,676
+703
+24% +$118K 0.65% 22
2022
Q1
$509K Hold
2,973
0.41% 28
2021
Q4
$509K Buy
+2,973
New +$509K 0.41% 28