Perfromance Wealth Partners’s SPDR Gold Trust GLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,517
| Closed | -$312K | – | 171 |
|
|
2024
Q1 | $312K | Hold |
1,517
| – | – | 0.01% | 125 |
|
|
2023
Q4 | $290K | Hold |
1,517
| – | – | 0.01% | 134 |
|
|
2023
Q3 | $260K | Hold |
1,517
| – | – | 0.01% | 143 |
|
|
2023
Q2 | $270K | Sell |
1,517
-805
| -35% | -$143K | 0.01% | 151 |
|
|
2023
Q1 | $425K | Buy |
+2,322
| New | +$425K | 0.02% | 120 |
|