NWWA
New Wave 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 | $1.13M | Sell |
3,706
-3,729
| -50% | -$1.14M | 0.48% | 44 |
|
2025
Q1 | $2.14M | Buy |
7,435
+2,296
| +45% | +$662K | 0.96% | 32 |
|
2024
Q4 | $1.24M | Sell |
5,139
-3,147
| -38% | -$762K | 0.51% | 43 |
|
2024
Q3 | $2.01M | Buy |
8,286
+945
| +13% | +$230K | 0.93% | 29 |
|
2024
Q2 | $1.58M | Buy |
+7,341
| New | +$1.58M | 0.85% | 30 |
|