Mowery & Schoenfeld Wealth Management’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-202
Closed -$10.5K 499
2024
Q3
$10.5K Buy
+202
New +$10.5K 0.02% 174
2024
Q1
Sell
-2,799
Closed -$115K 173
2023
Q4
$115K Buy
+2,799
New +$115K 0.23% 51