PPWM
PFG Private Wealth Management’s SPDR Gold Trust GLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-31
| Closed | -$5.53K | – | 312 |
|
|
2023
Q2 | $5.53K | Hold |
31
| – | – | ﹤0.01% | 232 |
|
|
2023
Q1 | $5.68K | Hold |
31
| – | – | ﹤0.01% | 228 |
|
|
2022
Q4 | $5K | Hold |
31
| – | – | ﹤0.01% | 219 |
|
|
2022
Q3 | $5K | Sell |
31
-2,420
| -99% | -$390K | ﹤0.01% | 214 |
|
|
2022
Q2 | $413K | Hold |
2,451
| – | – | 0.23% | 34 |
|
|
2022
Q1 | $443K | Hold |
2,451
| – | – | 0.23% | 35 |
|
|
2021
Q4 | $419K | Hold |
2,451
| – | – | 0.22% | 39 |
|
|
2021
Q3 | $403K | Hold |
2,451
| – | – | 0.24% | 35 |
|
|
2021
Q2 | $406K | Hold |
2,451
| – | – | 0.26% | 34 |
|
|
2021
Q1 | $392K | Hold |
2,451
| – | – | 0.27% | 32 |
|
|
2020
Q4 | $437K | Buy |
2,451
+31
| +1% | +$5.53K | 0.33% | 33 |
|
|
2020
Q3 | $429K | Buy |
+2,420
| New | +$429K | 0.37% | 32 |
|