SWM
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Southern Wealth Management’s SPDR Gold Trust GLD Stock Holding History

Southern Wealth Management’s Portfolio GLD Stock Details GLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-1,134
Closed -$202K – 56
2020
Q4 		$202K Buy
+1,134
New +$202K 0.08% 57