SWM
Selective Wealth Management’s SPDR Gold Trust GLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-552
| Closed | -$85K | – | 350 |
|
|
2022
Q3 | $85K | Hold |
552
| – | – | 0.04% | 229 |
|
|
2022
Q2 | $93K | Hold |
552
| – | – | 0.03% | 227 |
|
|
2022
Q1 | $100K | Sell |
552
-7
| -1% | -$1.27K | 0.04% | 209 |
|
|
2021
Q4 | $96K | Buy |
559
+10
| +2% | +$1.72K | 0.04% | 200 |
|
|
2021
Q3 | $90K | Hold |
549
| – | – | 0.05% | 197 |
|
|
2021
Q2 | $91K | Hold |
549
| – | – | 0.07% | 131 |
|
|
2021
Q1 | $88K | Buy |
549
+281
| +105% | +$45K | 0.08% | 90 |
|
|
2020
Q4 | $48K | Hold |
268
| – | – | 0.03% | 113 |
|
|
2020
Q3 | $47K | Hold |
268
| – | – | 0.04% | 101 |
|
|
2020
Q2 | $45K | Buy |
+268
| New | +$45K | 0.04% | 112 |
|
|
2018
Q3 | $14K | Buy |
+125
| New | +$14K | 0.17% | 71 |
|