QWM
QP 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 | $855K | Sell |
4,985
-230
| -4% | -$39.4K | 1.49% | 24 |
|
|
2023
Q2 | $930K | Sell |
5,215
-730
| -12% | -$130K | 1.47% | 23 |
|
|
2023
Q1 | $1.09M | Sell |
5,945
-1,310
| -18% | -$240K | 1.78% | 22 |
|
|
2022
Q4 | $1.23M | Sell |
7,255
-3,835
| -35% | -$651K | 1.92% | 18 |
|
|
2022
Q3 | $1.72M | Sell |
11,090
-505
| -4% | -$78.1K | 2.47% | 15 |
|
|
2022
Q2 | $1.95M | Buy |
11,595
+30
| +0.3% | +$5.05K | 2.68% | 13 |
|
|
2022
Q1 | $2.09M | Sell |
11,565
-200
| -2% | -$36.1K | 2.33% | 14 |
|
|
2021
Q4 | $2.01M | Sell |
11,765
-34
| -0.3% | -$5.81K | 2.13% | 15 |
|
|
2021
Q3 | $1.94M | Sell |
11,799
-200
| -2% | -$32.9K | 2.08% | 18 |
|
|
2021
Q2 | $1.99M | Buy |
11,999
+184
| +2% | +$30.5K | 2.03% | 18 |
|
|
2021
Q1 | $1.89M | Buy |
11,815
+5
| +0% | +$800 | 2.06% | 18 |
|
|
2020
Q4 | $2.11M | Buy |
11,810
+188
| +2% | +$33.5K | 2.32% | 15 |
|
|
2020
Q3 | $2.06M | Buy |
11,622
+893
| +8% | +$158K | 2.63% | 14 |
|
|
2020
Q2 | $1.8M | Buy |
10,729
+1,320
| +14% | +$221K | 2.48% | 15 |
|
|
2020
Q1 | $1.54M | Buy |
9,409
+100
| +1% | +$16.3K | 2.23% | 18 |
|
|
2019
Q4 | $1.38M | Buy |
+9,309
| New | +$1.38M | 1.68% | 19 |
|