SWMP
Signature Wealth Management Partners’s SPDR Gold Trust GLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $287K | Sell |
940
-810
| -46% | -$247K | 0.16% | 85 |
|
|
2025
Q1 | $504K | Sell |
1,750
-115
| -6% | -$33.1K | 0.33% | 58 |
|
|
2024
Q4 | $452K | Hold |
1,865
| – | – | 0.31% | 63 |
|
|
2024
Q3 | $453K | Buy |
1,865
+21
| +1% | +$5.1K | 0.33% | 61 |
|
|
2024
Q2 | $396K | Sell |
1,844
-90
| -5% | -$19.4K | 0.3% | 64 |
|
|
2024
Q1 | $398K | Sell |
1,934
-75
| -4% | -$15.4K | 0.32% | 63 |
|
|
2023
Q4 | $384K | Sell |
2,009
-34
| -2% | -$6.5K | 0.34% | 63 |
|
|
2023
Q3 | $350K | Sell |
2,043
-352
| -15% | -$60.4K | 0.34% | 62 |
|
|
2023
Q2 | $427K | Sell |
2,395
-1,750
| -42% | -$312K | 0.4% | 56 |
|
|
2023
Q1 | $759K | Sell |
4,145
-1,118
| -21% | -$205K | 0.7% | 36 |
|
|
2022
Q4 | $893K | Sell |
5,263
-33
| -0.6% | -$5.6K | 0.88% | 33 |
|
|
2022
Q3 | $819K | Hold |
5,296
| – | – | 0.9% | 30 |
|
|
2022
Q2 | $892K | Buy |
5,296
+882
| +20% | +$149K | 0.91% | 28 |
|
|
2022
Q1 | $797K | Buy |
4,414
+531
| +14% | +$95.9K | 0.68% | 40 |
|
|
2021
Q4 | $664K | Hold |
3,883
| – | – | 0.56% | 46 |
|
|
2021
Q3 | $638K | Sell |
3,883
-30
| -0.8% | -$4.93K | 0.58% | 45 |
|
|
2021
Q2 | $648K | Sell |
3,913
-113
| -3% | -$18.7K | 0.59% | 47 |
|
|
2021
Q1 | $644K | Sell |
4,026
-3,071
| -43% | -$491K | 0.62% | 43 |
|
|
2020
Q4 | $1.27M | Buy |
+7,097
| New | +$1.27M | 1.27% | 21 |
|