Shorepoint Capital 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | $965K | Buy |
3,348
+2,389
| +249% | +$688K | 0.22% | 76 |
|
2024
Q4 | $232K | Sell |
959
-200
| -17% | -$48.4K | 0.05% | 99 |
|
2024
Q3 | $282K | Buy |
1,159
+120
| +12% | +$29.2K | 0.06% | 94 |
|
2024
Q2 | $223K | Hold |
1,039
| – | – | 0.05% | 97 |
|
2024
Q1 | $214K | Sell |
1,039
-35
| -3% | -$7.2K | 0.05% | 95 |
|
2023
Q4 | $205K | Buy |
+1,074
| New | +$205K | 0.06% | 96 |
|
2023
Q3 | – | Sell |
-1,699
| Closed | -$303K | – | 94 |
|
2023
Q2 | $303K | Buy |
1,699
+4
| +0.2% | +$713 | 0.09% | 96 |
|
2023
Q1 | $311K | Sell |
1,695
-185
| -10% | -$33.9K | 0.09% | 102 |
|
2022
Q4 | $319K | Buy |
+1,880
| New | +$319K | 0.09% | 116 |
|