MWA
Moser Wealth Advisors’s SPDR Gold Trust GLD Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $15.2K | Hold |
50
| – | – | 0.01% | 134 |
|
2025
Q1 | $14.4K | Hold |
50
| – | – | 0.01% | 122 |
|
2024
Q4 | $12.1K | Hold |
50
| – | – | 0.01% | 111 |
|
2024
Q3 | $12.2K | Hold |
50
| – | – | 0.01% | 115 |
|
2024
Q2 | $10.8K | Sell |
50
-29
| -37% | -$6.24K | 0.01% | 118 |
|
2024
Q1 | $16.3K | Hold |
79
| – | – | 0.01% | 112 |
|
2023
Q4 | $15.1K | Hold |
79
| – | – | 0.01% | 110 |
|
2023
Q3 | $13.5K | Hold |
79
| – | – | 0.01% | 106 |
|
2023
Q2 | $14.1K | Buy |
+79
| New | +$14.1K | 0.01% | 105 |
|
2022
Q4 | $13.4K | Hold |
79
| – | – | 0.01% | 102 |
|
2022
Q3 | $12K | Hold |
79
| – | – | 0.01% | 108 |
|
2022
Q2 | $13K | Hold |
79
| – | – | 0.01% | 107 |
|
2022
Q1 | $14K | Hold |
79
| – | – | 0.01% | 107 |
|
2021
Q4 | $14K | Hold |
79
| – | – | 0.01% | 109 |
|
2021
Q3 | $13K | Buy |
79
+50
| +172% | +$8.23K | 0.01% | 109 |
|
2021
Q2 | $5K | Hold |
29
| – | – | ﹤0.01% | 126 |
|
2021
Q1 | $5K | Buy |
+29
| New | +$5K | ﹤0.01% | 121 |
|
2020
Q1 | – | Sell |
-1,985
| Closed | -$284K | – | 129 |
|
2019
Q4 | $284K | Buy |
+1,985
| New | +$284K | 0.27% | 48 |
|